Terrell Pickett: Helping People is in His DNA | My Member Story
Saving for your future isn’t always a clear, straight path. Life is often full of twists and turns that throw us off track or even block our way completely. That’s where Terrell Pickett comes in.
As a wealth advisor with Mountain America Investment Services, Terrell helps credit union members develop a personalized financial plan and a long-term investment strategy. This may mean devising a realistic savings plan for a member who wants to retire early. Or just being there for someone who has experienced a personal challenge or tragedy. Whatever he’s doing, if he’s helping, he’s happy!
The source of his motivation
Where does this empathy and drive come from? All you have to do is look at Terrell’s face as he talks about his mother.
Terrell’s mom is his hero. In 2020, he saw his hero fall to Covid-19. And even though she is no longer here, he still gets up every day and tries to exemplify her spirit of giving and supporting. That spirit shines brightly in how he works with each member. While Terrell only has a few months under his belt at Mountain America, he has already blazed a trail that would make his mom proud!
Why he chose Mountain America Investment Services
When asked why he chose to be a wealth advisor at Mountain America Investment Services, he didn’t hesitate—it’s definitely the culture. Work/life balance is very important here and that means Terrell has more time for his other passions—like scuba diving, pottery, fishing and snowboarding, just to name a few. Seriously, this guy does it all! He believes that being creative brings balance to his life.
Terrell feels the work he does here is different than his previous employers because Mountain America Investment Services walks the walk. “It’s easy to see that things are different here because the evidence is all around us—from the top leadership level down,” he says. That’s good for members, too—Mountain America Investment Services focuses more on members and their needs as opposed to profit at any cost.
Make retirement your own
Financial success is more than how much money you have in the bank—it’s about living the life you want to live in retirement. And that’s different for everyone. Terrell helps Mountain America members clarify and prioritize their goals. Then it’s all about creating a plan to get them there, which includes developing good money habits that build wealth.
What about advice for people who feel like they’re behind in retirement savings? Maybe they have never met with a wealth advisor. The most important thing to remember, according to Terrell, is to start as soon as possible. It doesn’t matter how much money you have or how much you understand (or don’t understand) about financial planning—the first step is to create a plan with someone who is willing to help.
Why he chose to be a wealth advisor
Growing up, Terrell didn’t see very many examples of good financial habits. Although he seemed to have what he needed, he was never aware of his parents saving for their later years.
When he first started in the industry as a teller, Terrell knew he wanted to be a catalyst in people’s lives. He is seeing that dream come to fruition with Mountain America Investment Services. And things have come full circle as he is now working in the same area where he grew up, serving the Kearns, Magna and West Valley areas in Utah, and helping people like his parents, friends and mentors to save for their future.
Terrell has been in finance for 14 years. He lives with his girlfriend of seven years, Amy, who is a microbiologist and the most selfless person he knows. They love to go adventuring together and take care of their two pit bulls, Hazzard and Odin. In addition to his outdoor passions, he is currently working on his college degree, a promise he made to his mom.
Schedule an appointment with a wealth advisor today.
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