- 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.