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 a native of Brooklyn, New York. After six years living in a religious community, he obtained his Bachelors of Arts and Sciences in English Literature, Accounting and Business Administration from Loras College.

In 1978 he established the accounting firm of Terry, Lockridge & Dunn. Two years later he opened TLD, Inc., a private investment bank. In 1991, he created World Trend Financial, an NASD firm, to provide comprehensive money management services to clients.

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. He is a Registered Principal and holds a Financial Industry Regulatory Authority (FINRA) certification.

He is currently is a member of the American Academy of Poets, as well as the Rotary Club of Iowa City (a Paul Harris Fellow). He is also a member of the Iowa City School District Superintendent's Circle and a recipient of ICCSD Foundation’s Friend of Education award.. He has served on numerus non-profit boards since 1978. A number of his community initiatives have included: the New Wellington Project in conjunction with Four Oaks and AHNI, Little Free Libraries in Wellington Heights, Willowwind School’s relocation and UNESCO’s City of Literature ONE BOOK TWO BOOK Festival.

Tim resides in Iowa City with his wife Gretchen Rice and their four children: Maggie, Liam, Lila and Rosie.

He is an avid explorer, having traveled millions of miles to more than 80 countries, including two round-the-world odysseys. His journeys have taken him from Buddhist Monasteries in Tibet and Bhutan to summits in Asia and Africa to the streets of Calcutta and Cairo.

He spends leisure time with family and enjoys playing piano, cello and classical guitar. His interests include the study of classical and medieval literature, as well as Shakespeare and poetry. He is currently pursuing a Certificate of Higher Education specializing in Art History from Oxford University.

CONTACT TIM

(319) 339-4884

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