Terri Thomas

Senior Registered Operations Manager

Prior to joining Carpion Private Wealth, Terri began her financial services career at a Morgan Stanley Wealth Management predecessor firm over 35 years ago. She has served clients in the Permian-Basin, Houston, West Palm Beach and Los Angeles regions before moving back to Midland, Texas in 2004. With nearly three decades of experience in the financial industry assisting clients and financial advisors, Terri efficiently and effectively makes the perfect point person in all of Carpion’s operation needs.