Five Star award winner Donald Terry Jr., AIF

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager Award Winner 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
Accredited Investment Fiduciary (AIF®)
Million Dollar Round Table (MDRT) Lifetime Member, 23 Qualifications
Better Business Bureau Gold Star Rating and Member (2008-2022)

Donald Terry Jr. is a Financial Advisor with Executive Benefit Solutions LLC. Donald has more than 32 years of experience in the financial services industry. He is securities registered and insurance licensed and his practice focuses on Executive Compensation & Retention, Business Succession Planning, Retirement Planning, and Financial Planning.

Donald has worked with many Business owners and Retirees in helping them plan for and meet their Financial & Business goals and aspirations for themselves, their companies, and their family. Donald is a member of the National Association of Insurance and Financial Advisors (NAIFA). He is licensed to practice in several states across the U.S. Donald is also a lifetime member of the Million Dollar Round Table (MDRT), a global organization that recognizes the world’s best life insurance and financial services professionals, whose qualifications require the highest standards of ethics and excellence in the industry.

Donald is a twenty years retired veteran of the U.S. Army. He also participates and sits on the Board of several charitable organizations throughout Texas.

Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services.

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Donald Terry Jr. is licensed in TX, AL, AZ, CA, FL, LA, NV, NC, OH, DE, and VA to offer insurance products and life insurance (including variable life), annuities (including variable annuities), and is securities and advisor registered in TX, AL, AZ, CA, CO, DC, FL, LA, MD, MI, NC, NV, OH, VA, and WA.

Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Company^®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC (www.sipc.org). Principal National, Principal Life, the Preferred Product Network and Principal Securities^® are members of the Principal Financial Group®, Des Moines, IA 50392. Donald Terry, Jr., Principal National and Principal Life Financial Representative, Principal Securities Registered Representative and Financial Advisor. Executive Benefit Solutions is not an affiliate of any company of the Principal Financial Group®. AIF ® (Accredited Investment Fiduciary ®) is an educational designation only, obtained by the holder by completing the requisite coursework. The designation does not mean the holder is acting in a fiduciary capacity.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,215 Houston-area wealth managers were considered for the award; 176 (5% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3,133 considered, 173 winners; 2020: 3,219 considered, 174 winners; 2019: 2,992 considered, 209 winners; 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.