HEARTLAND FINANCIAL USA, INC. Heartland Financial USA, Inc., announces that Rick Terry will join the company in the newly created position of Private Wealth Director, and will serve as the Dubuque Bank and Trust Market Leader of its Private Client Services offerings. In his role as Private Wealth Director, he will have the responsibility for sales leadership of wealth management and private banking for the Heartland Financial footprint.
Rick Terry Named Private Wealth Director for Heartland Financial USA, Inc. (Photo: Heartland Financial USA, Inc.)
Terry brings extensive knowledge and more than 30 years experience in the areas of strategic planning, investment management, financial planning and wealth transition. He has held numerous leadership positions and was most recently the U.S. Chief Operating Officer for BBVA Compass Wealth Management, where he oversaw day-to-day business operations of a multi-state, 30-office network. During his time with BBVA, Terry was also CEO of BBVA Wealth Solutions and EVP of Wealth Management. Prior to BBVA, Terry was the national executive for Bank of America’s, Family Wealth Advisors and held other various leadership roles in Private Banking, Wealth Management, and Commercial Banking.
“We are delighted to welcome Rick to our executive team,” says Kelly Johnson, Executive Vice President, Private Client Services at Heartland Financial USA, Inc. “He brings significant leadership and practical experience that will contribute to expanding our private banking offerings and provide important services to our clients.”
Terry holds an MBA from the University of Texas at Austin and a BBA in accounting from Lamar University. He is a CPA, a Chartered Global Management Accountant, and a graduate of several professional coaching and executive leadership programs. He has been active civically and philanthropically for his entire career having served on various Conservation, Educational and Fine Arts Boards of Directors in Texas and Oregon. He and his wife, Leslie, will be relocating from Houston, Texas, and be based in Dubuque.
About Dubuque Bank & Trust
Dubuque Bank and Trust Company (DB&T), a subsidiary of Heartland Financial USA, Inc., is a state-chartered bank with more than $1.4 billion in assets and serving customers in the Tri-State region of Dubuque County in Northeast Iowa, portions of Grant County in southwest Wisconsin and Jo Daviess County in Northwest Illinois. The bank operates 10 banking centers in Dubuque County with three offices in Keokuk and Carthage through First Community Bank, and specializes in business lending and deposit services, personal credit and deposit services, and complete electronic banking programs. Additional information is available at dubuquebank.com or 877.280.1851. DB&T is a member of the Federal Deposit Insurance Corporation and an Equal Housing Lender.
About Heartland Financial USA, Inc.
Heartland Financial USA, Inc. (NASDAQ: HTLF), is a $6.0 billion multibank holding company providing banking, mortgage, wealth management, investment, insurance and consumer finance services to individuals and businesses. Heartland currently has 86 banking locations in 63 communities in Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas and Missouri and loan production offices in California, Nevada, Wyoming, Idaho, North Dakota, Oregon, Washington and Nebraska. Additional information about Heartland Financial USA, Inc. is available at www.htlf.com.
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