Terry Bussard

Terry Bussard

CRPC®North Dallas, TXP 469.246.3623 | F 469.246.3698

Professional and Community Activities

  • Financial Planning Association
  • Habitat for Humanity
  • Fellowship of Christian Athletes

Family
Terry and wife, Lucinda, were married in 2004 and have a son, Louis. An avid sports family, the Bussard’s are very active in coaching and volunteering with Louis’ youth sports programs and school activities. Terry enjoys playing golf, basketball, baseball, and watching all the Dallas professional sports teams with his family.

Business Philosophy
Terry adheres to the following business practices when working with his prospective and longtime clients:

  • Goal setting is critical to achieving long term goals.
  • 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 goals.
  • Timely reviews will help track our progress.

Education

  • Truman State University – Education – 1979
  • Trinity University – BBA, Marketing – 2004
  • Wharton Business School Securities Industry Institute Program – 2006

Business Experience

  • 2010 to present – Money Matters with Ken Moraif as a Financial Advisor.
  • 1986 to 2010 – Prior to joining Money Matters in 2010, Terry served various positions for 24 years representing some of the largest and well known institutional money managers in the world, including Delaware Investments, PIMCO, and Dreyfus. “For over two decades, I gained valuable experience and expertise by working with some of the best firms in our industry”.