Tim Terry - Founder, Partner

Tim Terry

ABOUT TIM

"I am passionate about giving back to our community and I count all mankind as part of my community."

Tim Terry is the Founder and a Partner of Terry Lockridge & Dunn and World Trend Financial. Terry founded the firm in 1978 and founded TLD, Inc, the investment bank, in 1980. He later founded World Trend Financial in 1991. His areas of expertise include asset management, tax and financial planning, business valuations, investment strategies and analysis, mergers and acquisitions, litigation support, estate and wealth transfer planning, and insurance needs analysis.

He graduated from Loras College in Dubuque, Iowa with a Bachelors of Arts in English and literature, and Bachelors of Science in accounting and business administration in 1976. He also has his Financial Industry Regulatory Authority (FINRA) certification and is a registered principal.

Tim is a member of the Corridor Community Advisory Committee, the American Academy of Poets, as well as the Rotary Club of Iowa City. He is also a member of the Iowa City School District Superintendent's Circle.

Tim, and his wife Gretchen, have four children: Maggie, who plays the piano and is a math wiz; Liam, who plays guitar, piano, and trumpet; Lila, who plays violin and piano; and Rosie, who plays piano and cello, and loves to sing and dance.

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

"I have traveled to almost 70 countries and traveled around the world twice. I went West and traveled the opposite direction to regain the lost day."

CONTACT TIM

(319) 339-4884

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