Terrance A. Green, CFP®, MsBA

Terrance Green is the Managing Director of Blue Water Capital Management, LLC and a CERTIFIED FINANCIAL PLANNER™ professional. His experience dates back to the mid-90’s as his career began with McDonald Investments working in the areas of portfolio administration, fixed-income trading, and financial planning. In 2000, Terrance became 'enlightened' and left the Wall Street world to begin working as an independent financial advisor. In 2003, he switched to the fee-only model to better serve his clients.

Terrance periodically contributes to Suburban Living magazine, both the Apex and Holly Springs editions.  In California, he was a periodic columnist for several San Diego papers and has also appeared in the San Diego Union Tribune, Money, Kiplinger’s, and Investment News. He was also selected by UCSD to lead monthly discussions for their Retirement Association's Investment Interest Group.

Terrance and his family live in Holly Springs. They enjoy a variety of outdoor activities together including camping, kayaking, biking, and trips to the mountains and beach. He is also actively involved in Y Guides and community sporting leagues.