About

David Terry

David Terry

Asset Protection & Distribution Specialist

241 NW 29th Place

Cape Coral, Florida 33993

About Me

I began my journey in the financial services industry 20 years ago starting out in Real Estate finance and sales.  I turned my focus to helping my clients retire in a safe and secured way by joining Five Rings Financial.  I am very passionate when it comes to educating middle income Americans on how money works and how they can insure they never outlive the retirement nest egg they have worked so hard to accumulate.  

I moved my practice from our headquarters in Littleton CO to New England in 2017 and now to Florida.  I am very excited to bring our unique and successful business model to the people back home and across the country.  
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