Broker Check
Carl White III

Carl (Terry) White was raised in Northern New England (Maine, New  Hampshire & Vermont). After graduating from Middlebury College, he spent eleven years racing for the U.S. Olympic Kayaking team and working in the  off seasons as a Land Surveyor and Alpine ski racing coach.  

In 1990 he entered the financial services world, where he spent 21 years as an “in-house” investment advisor serving clients of regional banks and credit unions in Vermont.  

Terry was recruited to move to Helena, Montana in 2011 to help build an investment services program for a regional bank serving Western Montana.  

In 2018 he made the decision to leave the corporate environment of financial services to join Dunn Financial Solutions, LLC. This change  enabled him to offer a broader selection of solutions in order to serve clients with a clear focus on their own best interests.  

Dunn Financial Solutions brought their clients to the LPL Financial Platform in early 2020. This change further improved Terry’s ability to offer independent solutions to his clients.  

Please reach out to Terry today to see how he can help you pursue your financial independence!