Kristy Terenzio's Profile and Contact Information

Kristy Terenzio
Click here to contact Kristy Terenzio Director of Employee Benefits
Bradenton
Office Number (941) 745-8300 Ext. 1137
Fax Number (941) 749-5546
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Profile

Kristy graduated with a degree in Finance from the University of South Florida in 2011, and joined Boyd Insurance and Investment Services in January of 2014 as an Account Executive for Financial Services and Benefits. In 2017, she became the director for the Employee Benefits Department for Boyd Insurance & Investment Services. 

 

Prior to joining Boyd, Kristy spent over three years with Global Financial Private Capital in Sarasota, FL playing an essential role in the building, launching, and continued operations of their independent retirement plan platform to Global’s advisor base. Upon her leaving, she was responsible for the oversite of more than 30 retirement plans nationwide, totaling more than $30 million in assets.

 

Along with her work with the retirement plan platform, Kristy served in a management position in Global Financial’s Financial Planning Department to streamline the flow of proposals and analytics for over 200 advisors’ prospects and to help build relationships with top producing advisors nationwide.

   

Kristy and her husband Charlie live in Parrish with their two dogs.  In their spare time they enjoy spending time with family and friends, traveling, spending time outdoors, and getting involved in the Sarasota and Manatee communities. 

Kristy currently maintains the FINRA Series 6 and the NASAA Series 65 licenses making her dually registered in both a broker-dealer and investment advisory capacity. She also holds insurance licensing in the state of Florida in Life and Health Insurances including Annuities and Variable contracts.

 







           
717 Manatee Ave W. , Suite 300
Bradenton, FL 34205
Ph: (941) 745-8300
Fx: (941) 745-2571

 
   
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Nicholas Zec, Jr., James E. Boyd, David Grantham, and Kristy Terenzio are Registered Representatives of LaSalle St. Securities LLC, a registered broker/dealer. Securities are offered through LaSalle St. Securities LLC, Member  FINRA/SIPC, 940 N. Industrial Drive, Elmhurst, IL 60126-1131. Boyd Insurance & Investment Services is not affiliated with LaSalle St. Securities LLC. Investing involves risks, including the risk of principal loss.