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Trudy Turner, CPA/PFS, CFP®, CPWA

Wealth Advisor

Trudy Turner is responsible for counseling clients on investment opportunities, in alignment with the client's needs, goals and tolerance for risk at the Dallas office of United Capital Financial Advisors.

She brings over a decade of financial services experience in wealth management, insurance underwriting and public accounting to her dual passion of improving the lives of her clients and financial planning colleagues.

Trudy received a Bachelor of Science in Finance degree from the University of Virginia and a Master of Science in Accountancy degree from the University of North Texas. She has also earned CPA/PFS and CFP® designations.

Trudy Turner is responsible for counseling clients on investment opportunities in alignment with their needs, goals and tolerance for risk at the Dallas office of United Capital Financial Advisors.
Since 2000, Trudy has been focused on her dual passion of improving the lives of both her clients and her financial planning colleagues, bringing more than two decades of financial services experience in wealth management, public accounting and insurance underwriting to her relationships.
Trudy received a Bachelor of Science degree in finance from the University of Virginia and a Master of Science in Accountancy degree from the University of North Texas. She is also a certified public accountant and has earned the Personal Financial Specialist, Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™ certifications.
Not only is financial planning Trudy’s profession, but she also feels it's her calling. When not working with clients, she can be found teaching, mentoring and counseling students, young practitioners and career changers to accelerate their success in the profession. She also served as the 2006 President of the Dallas/Fort Worth Chapter of the FPA and as one of three Co-Founders of the FPA Diversity Committee. Within her local community, Trudy has served on the Parkland Foundation Planned Giving Council, on the Greater Dallas Business Ethics Awards Steering Committee and as a Board Director for the Consumer Credit Counseling Service of Greater Dallas.

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