At Scipio Financial, we believe that financial freedom is not just about numbers—it’s about your life, your goals, and your dreams.
Based in Summerville, SC, we take a personalized approach, crafting financial strategies that are as unique as you are. Whether you’re planning for retirement, managing your investments, or preparing for the future of your family, we are committed to helping you unlock financial confidence and clarity.
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Our Story
From Humble Beginnings to Empowering Financial Freedom
Terry Scipio, founder of Scipio Financial, didn’t start out in boardrooms. His journey began with hard work, grit, and a lawnmower. As a young boy in Columbia, SC, Terry built his entrepreneurial spirit by knocking on doors, cutting grass, and raking yards. This same drive took him to the University of South Carolina, where he earned his undergraduate degree before continuing on to the Moore School of Business for his graduate degree in finance. He is also a proud member of Kappa Alpha Psi Fraternity.
But Terry didn’t stop there. With his deep-rooted passion for helping others, he became a Chartered Life Underwriter® (CLU®) and Chartered Market Technician level 1 (CMT®), equipping him with the tools to guide clients through complex financial landscapes. Today, he leverages that same grit and determination to help clients secure their financial future.
Terry’s Credentials & Community Involvement
Terry doesn’t just guide people through their financial journeys—he gives back to his community. Whether it’s coaching youth sports, serving on the Charleston Trident United Way’s Investment Review Committee, or speaking at events, Terry is passionate about empowering others.
His qualifications include:
- Chartered Life Underwriter® (CLU®): Extensive knowledge in life insurance and estate planning.
- CMT Lvl I (CMT®): Expertise in technical analysis and investment risk management.
Terry’s dedication to education and community service shines through his involvement with organizations like Morehouse School of Medicine, the US Census Bureau, and as a speaker at MUSC McClennan-Banks Resident Society.
Jack Weishar, MBA
Registered Sales Assistant
Jack Weishar grew up in a small town in West Virginia. During college he took a finance class to learn more about investing. Coming from a blue collar background, he was fascinated in how managing finances and investing can really change a families life. This passion drives him to help clients manage their finances and investments.
Mr. Weishar earned his Bachelor’s degree in Management, Small Business and Entrepreneurship from West Virginia University. He then pursued a Master’s of Business Administration from West Texas A&M University and currently holds the Series 7, 66 licenses and has a South Carolina Insurance Life & Health License.
Mr. Weishar enjoys reading, working out and spending time with his wife Brie and their lab, Kon
Our Purpose
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Confidence
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Security
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Comfort in Retirement
We’re here to ensure you don't work longer than you have to! With tailored advice and easy-to-follow plans, we’ll help you achieve financial freedom—on your terms.
What Investors Wish Their Advisors Would Do Differently:
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Clients don't understand their investments.
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Advisors don't keep up with scheduled meetings.
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Advisors don't follow up with clients in a timely manner.
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You are told that your portfolio has to be on a rollercoaster.
Navigating Today’s Financial Challenges
The financial world today is a whole new landscape:
- Few companies offer pensions.
- The burden of planning a successful retirement is on the employee nowadays.
- Many professionals are part of the ‘Sandwich Generation’, juggling careers, raising kids, and caring for aging parents
At Scipio Financial, we know that no two financial paths are the same. Whether you're building investments, preparing for retirement, or safeguarding your family's future, our tailored strategies are designed to help you reach your financial goals and feel solid in your financial future.
