Kristy Terenzio's Profile and Contact Information
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.
·Check the background of this investment professional on FINRA's BrokerCheck.