Terry Partham Jr., AEP®, CEPA, CFP®, ChFC®, CLU®, EA RICP®, TPCP®, WMCP®, MSFP, is a financial planner and partner with Ascend Integrated Wealth, where he helps individuals, families, and business owners navigate complex financial decisions through comprehensive wealth management. His approach focuses on integrating investment management, retirement planning, tax strategy, estate planning, business planning, risk management, and other areas of a client’s financial life into one coordinated strategy. He is especially passionate about working with clients who have complex needs and helping ensure that their financial, tax, and estate planning strategies work together rather than in isolation.

Since entering the financial services industry in 2011, Parham has served in a variety of roles including financial representative, financial planner, district manager, and associate director of training for new advisors. Throughout his career, he has received recognitions including New Advisor of the Year, Top Financial Planning Advisor, Salesman of the Year, and Supervisor of the Year.

Parham has made advanced professional education a cornerstone of his career. His credentials include Accredited Estate Planner® (AEP®), Certified Exit Planning Advisor® (CEPA®), Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Enrolled Agent (EA), Retirement Income Certified Professional® (RICP®), Tax Planning Certified Professional® (TPCP®), and Wealth Management Certified Professional® (WMCP®). He also holds a Master of Science in Financial Planning (MSFP). This combination of expertise allows him to help clients address sophisticated planning needs across wealth management, taxation, estate planning, retirement income, business succession, and exit planning.

Outside of his work with clients, Parham enjoys mentoring other financial advisors and presenting financial education both virtually and in person. He lives in Houston, TX with his wife Kennah and their three sons.