Scipio Financial – Financial Advisor: Terry Scipio

Scipio Financial - Financial Advisor: Terry Scipio is a financial planner in Summerville, SC, providing tailored retirement, investment, wealth, and estate planning services to individuals, families, and professionals across various industries. Service offerings include retirement planning, investment management, life insurance, disability insurance, group benefits, tax strategies, estate planning, cash flow management, debt management, and umbrella insurance, along with specialized strategies for medical professionals covering student loan management and disability insurance needs.

The firm was founded by Terry Scipio, who grew up in Columbia, SC, and built his early work ethic knocking on doors, cutting grass, and raking yards. He earned his undergraduate degree from the University of SC and went on to complete his graduate degree in finance at the Moore School of Business. He is a member of Kappa Alpha Psi Fraternity and holds the Chartered Life Underwriter (CLU) and Chartered Market Technician level 1 (CMT) designations, giving him deep knowledge in life insurance, estate planning, technical analysis, and investment risk management. Terry serves on the Charleston Trident United Way's Investment Review Committee, has been involved with Morehouse School of Medicine and the US Census Bureau, and has spoken at MUSC McClennan-Banks Resident Society events. He also coaches youth sports in the community.

Jack Weishar joined the team after growing up in a small town in West Virginia, where a college finance class sparked his interest in how managing money can change a family's life. He earned a Bachelor's degree in Management, Small Business and Entrepreneurship from West Virginia University, followed by a Master of Business Administration from West Texas A&M University, and holds Series 7 and 66 licenses as well as a SC Insurance Life and Health License. The firm's approach emphasizes customized investment strategies based on each client's risk tolerance, income distribution planning to help retirees avoid outliving their savings, and protection against inflation, healthcare costs, and other key retirement risks.

Scipio Financial holds a 5.00 rating based on 100 reviews, reflecting an established track record and a strong local reputation in the Summerville area.

BizScoreAI gave the business a Technical score of 100 out of 100, reflecting a website that is technically sound, secure, and easily read by search engines without errors. Its Discoverability score of 83 out of 100 shows that AI crawlers can access the full website, clearing the way for AI assistants to recommend the firm. BizScoreAI also notes that the business ranks number 1 of 5 Financial planner businesses that BizScoreAI has scored in Summerville.

Services:

• Investments
• Life Insurance
• Personal Financial Planning
• Retirement Planning
• Wealth Management