Terry Pigeon
Terry Pigeon is an investment advisor representative with Gradient Advisors, LLC, an SEC-registered investment advisor. Based in Fort Myers, FL, Terry provides financial planning and asset management services. At TAP Wealth Management, we are dedicated to guiding you through each stage of life with tailored strategies that align with your goals. Our focus on disciplined financial strategies and transparent provides a clear path toward financial security for the families and businesses we serve. Committed to building lasting relationships, we strive to make a meaningful impact on your financial journey.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
*This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.