Terry George, AAMS, MBA

Terry A. George Financial Advisor With over 25 years of experience as a Financial Advisor, I’m passionate about helping individuals and families achieve financial confidence and clarity. Drawing on my background as a family business manager and my advanced education in finance, I specialize in retirement planning, wealth preservation, and education savings-developing strategies that reflect each client’s unique goals. I empower clients to achieve financial security and confidence through customized strategies tailored to their unique goals Before entering the financial services industry, I worked as a Store Manager at Save-A-Lot, our family-owned business. I hold a Bachelor of Arts in Finance from Michigan State University and a Master of Business Administration from the University of Phoenix. I have also earned the Accredited Asset Management Specialist QS verified (AAMS®) designation from the College for Financial Planning. Now, as a Financial Advisor at the Troy office of Wells Fargo Advisors, I am proud to work for a company with a long-standing heritage of helping clients succeed financially. Away from the office, I enjoy spending time with my five boys-Joseph, Michael, Jonathan, Rocket, and Sparky. I also love playing golf, hockey, and fishing, as well as cooking and spending time with friends and family. I live in West Bloomfield and actively give back to the community through my involvement with the Knights of Columbus, supporting their faith-driven service programs that help local families and those in need. I welcome the opportunity to discuss your financial goals and help you build a more confident future. Let’s connect to get started.