The people working at Terry Financial Services not only have the knowledge and experience to help you pursue your financial goals, they are extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Mary Jo Terry, CFP®
CERTIFIED FINANCIAL PLANNER™
Mary Jo Terry began her career in 1996 as a paraplanner for several financial planning firms. During this time, she continued her education by enrolling in the College for Financial Planning's CERTIFIED FINANCIAL PLANNER™ program. She completed the program in 1997, the same year she acquired her FINRA Series 7 securities registration and insurance license.
In 1999, she decided she could do more for clients as a direct consultant. She was offered a position with a regional investment company to start a new office in Grafton, Ohio. After nearly six years with the firm, she decided to open her own firm, Terry Financial Services, Inc. The goal was to create a firm to provide a truly independent and comprehensive approach to financial planning. At Terry Financial Services, Inc., we believe in providing clients with top-level service for their financial planning needs.
Mary Jo and her husband, Marty, live in Sullivan Township and have two children, Seth and Morgan. Mary Jo is very active in both the Grafton and Elyria communities and has served as president of the Grafton Business Association. In her free time, Mary Jo enjoys spending time with family and traveling.