Our Team — Terry Estes

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Client Access

Client Access Resources

BrokerCheck

Client Access

Client Access Resources

BrokerCheck

Folder: Client Access

Client Access

Client Access Resources

BrokerCheck

Terry Estes CFP®

Managing Director | Financial Advisor

Sandy Thomas

Client Administrative Manager

Client Relationship Manager

Hayden Gresham

107 North Main St.,
Monroe, NC 28112

T 704.218.2808
F 704.218.2153

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Regulatory Information & Disclosures | Important Disclosures