Terry Bussard
Lewisville
Summary
Dynamic retirement planner with extensive experience at Retirement Planners of America, specializing in comprehensive retirement strategies and customer relationship development. Proven ability to enhance client satisfaction through tailored solutions and clear communication, while leveraging in-depth financial product knowledge to achieve optimal investment outcomes.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Retirement Planner
Retirement Planners of America
09.2010 - Current
- Developed comprehensive retirement plans tailored to individual client needs and financial goals.
- Analyzed market trends and investment options to optimize client portfolios for maximum growth potential and protection.
- Facilitated educational workshops on retirement strategies, enhancing client understanding of available options.
- The planning process is interactive with clients, and goal setting is defined, quantified, and prioritized.
- Investment success is measured not in days or weeks, but by the clients' ability to achieve their retirement goals.
Regional Director of Business Development
Genworth Wealth Management
2008 - 2010
- Developed and implemented regional business development strategies to drive market expansion.
- Led cross-functional teams to align sales initiatives with organizational goals.
- Analyzed market trends to identify growth opportunities and competitive positioning.
- Cultivated relationships with RIA's to enhance partnership opportunities.
Sr. Regional Director
Lockwood/BNY Mellon
2004 - 2008
- Managed client relationships, ensuring satisfaction through tailored solutions and proactive communication.
VP Marketing / Sales
Pimco, Pacific Investment Management
2002 - 2004
- Cultivated relationships with key clients, enhancing satisfaction and retention through tailored solutions.
Skills
- Comprehensive retirement planning
- Customer relationship development
- Goal-oriented financial management
- Clear and timely communication
- In-depth financial product knowledge
- Understanding of regulatory compliance
Certification
CRPC Professional Designation - Chartered Retirement Planning Counselor 2019
Chartered Retirement Planning Counselor 2019
Wharton Business School Securities Industry Institute Program 2006
Timeline
Retirement Planner
Retirement Planners of America
09.2010 - Current
Regional Director of Business Development
Genworth Wealth Management
2008 - 2010
Sr. Regional Director
Lockwood/BNY Mellon
2004 - 2008
VP Marketing / Sales
Pimco, Pacific Investment Management
2002 - 2004