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Tim Terry

Name: Tim Terry
Position: Founder, Partner
Email: tterry@tld-inc.com
Phone: (319) 339-4884





Areas of Expertise:
- Asset management

- Tax and financial planning

- Business valuations

- Investment strategies and analysis

- Mergers and acquisitions

- Litigation support

- Estate and wealth transfer planning

- Insurance needs analysis
Education/Experience:
- Founded Terry Lockridge & Dunn in 1978

- Founded TLD, Inc (Investment Bank) in 1980

- Founded World Trend Financial in 1991

- Loras College
-- B.A. English and Literature
-- B.S. Accounting
-- B.S. Business Administration

- FINRA Certification

- Series 6, 22, 39, 63
Affiliations, Community Involvement & Interests:
- President--Board of Trustee, Willowwind School

- Board of Directors--UNESCO City of Literature

- Corridor Community Advisory Committee

- Rotary Club of Iowa City

Tim treasures spending time with his wife Gretchen and their four children Maggie (13), Liam (11), Lila (9) and Rosie (6) and his Dad Charles who lives next door.

He spends his free time playing the piano, studying classical guitar and the cello. His interests include the study of classical and medieval literature as well as Shakespeare.


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