Meet Terry O’Grady, Your Tampa-rooted Money Guide

Who’s This Terry Guy?

I’m Terence O’Grady—call me Terry. My dad named me after an Irish author, or was it Terence Young, director of three James Bond films. I’m 91% Irish (thanks, Ancestry DNA), raised in St. Petersburg, FL, where my family swapped lazy pool days for the thrill of the tennis courts. I married Enid, my Puerto Rican soulmate, who loved tennis almost as much as I do. After her passing in 2023, I carry her spirit in everything I do.

From Cop Dreams to CFP®

As a kid, I wanted to be a cool cop like Jim Reed on Adam-12, not a financial planner. Even with a dad and sister as CFP® pros, I wasn’t sold. But a call center gig at T. Rowe Price changed that. I earned my CFP® designation, learned the ropes, and realized I could do this my way—no quotas, no pushy sales, just real help.

My Mission: Stress-Free Investing

Now, I run O’Grady Financial LLC, a Tampa-based RIA where I’m the boss and fiduciary, legally bound to put you first. I take the “money stuff” off your plate—picking funds, assessing conditions, tweaking portfolios—so you can enjoy life. Want investments that honor your faith? My Biblically Responsible Investing (BRI) skips companies clashing with Christian values. Prefer straightforward? My secular portfolios keep it simple and tailored. It’s all God’s anyway—I’m just here to manage it well.

Ready to outsource your investments and live stress-free? Let’s chat!

Investing involves risk. Consult a qualified financial advisor before making decisions.