If you ask Terry Wiles what it's like to head a thriving financial services practice, he'll readily admit most of the time it doesn't feel like work at all. Doing right by others is Terry's singular focus. This dedication is reflected in Stonegate Financials' intimate approach when working with clients. Terry's firm belief in the golden rule led him to envision and create a new kind of wealth management where relationships take first priority. The son of a mill worker and a church secretary, Terry was raised in a very poor area of Pennsylvania. At just 12-years-old, his mother died from a long-term illness, forcing Terry, the youngest, to grow up quickly. Self-made and driven, he joined the Air Force shortly after finishing high school and now credits enlisting for saving his life, giving him direction, and instilling a get-it-done attitude.
Following his military service, Terry received a bachelor's degree from the State University of New York at Oneonta with a double major in Economics and Finance. He then graduated from the Securities Industry Institute at the Wharton School of Business. He later obtained certifications as a Chartered Retirement Planning CounselorSM, and an Accredited Wealth Management AdvisorSM.
Recognized as an industry leader, since 2018 and as recently as 2025, Terry has been named to the Forbes list of Best-in-State Wealth Advisors.* But for Terry, helping individuals and families prepare for a future where they can reap the rewards of their labor is what helps him feel successful in his life goals.
Terry and his wife, Becky, are proud parents of two grown children, Kevin and Kelly. Terry and Becky love the outdoors and look forward to visiting all our National Parks via their RV. Terry also enjoys catching up with close-knit friends, assisting with local charities, and participating in several outdoor sports, including fly fishing, hiking, snow skiing and most recently – PICKLEBALL! You're also likely to find him washing and waxing his cars or doing yard work when not around the office or exploring the country!
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.