Terri Payne in

Terri Payne

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Retired at none
📍 Charlotte, North Carolina, United States

Terri Payne is a retired Senior Vice President of Business Transitions from LPL Financial. She specialized in streamlining an advisors broker/dealer transition with custom planning and execution. Terri is also a certified Project Management Professional.

Her experience includes being part of UVEST Financial Services when it was acquired by LPL, giving her unique insight into M&A.

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Experience
42 Years
Current Role
Retired
Location
Charlotte, North Carolina, United States
Personality Overview

How Terri shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Terri cares about

Advisor Transitions
Her career focus at LPL Financial was dedicated to creating custom plans for advisors to seamlessly transition their practices and broker/dealer affiliations.
Project Management
As a certified Project Management Professional (PMP), she has a deep-rooted expertise in methodical planning, execution, and streamlining complex processes.
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Career

Work history

8-2025
Retired
none
2-2022 - 9-2025
Senior Vice President Business Transitions
LPL Financial
4-1983 - 2-2022
Vice President Business Transitions
LPL Financial
In the press

Media appearances

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Education
Education details unavailable
Central Piedmont Community College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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