DailyMarket

The wealth management expertise successful lives demand

wave icon

Corpus Christi’s bayfront gazebos, miradores del mar (Spanish for “overlooks by the sea”), are based on structures in Morocco, Mexico and Spain. That’s something to see during your world travels.

Priscilla Terrell

Priscilla Terrell

Client Service Associate


Drawing on over 12 years of experience in the financial services industry, Priscilla manages the daily operational and administrative functions of our team. She began her career with Bank of America and continued on to Merrill Lynch where she worked as a client service associate. Her previous operations experience with Raymond James and prior industry experience with Merrill Lynch contribute to her role as a client service associate on the team.

Priscilla uses the skills acquired in her tenure to anticipate client needs and build relationships to help clients meet their financial goals. She handles the daily operations of the team and is the first point-of-contact for our clients. Priscilla received her Liberal Arts Degree from Northwestern Michigan College in Traverse City, MI and currently holds her Life and Health Insurance License. Priscilla is currently focused on attaining her Series 7 Registration.

After living in Detroit, MI for the last 12 years, Priscilla has made her way back to South Texas to pursue her personal dreams. In addition to spending time with family, her favorite past-times in Michigan were outdoor activities such as kayaking in the great lakes and hiking and cycling on the various trails through Michigan.


We apply advanced financial planning techniques to help people prepare for and live well in retirement.

John Holloway