Terry Beauchamp, CHFC®, CRPC®, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management-who has built his process working with affluent individuals and business owners, to create a "Family Blue Print" to help clients pursue their financial goals. He believes strongly in listening to the client, to determine their life goals and assisting clients with a customized plan.
Terry is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
He applies a strategy-based and consistent process with each relationship, to help them reach their goals. To achieve a solid foundation with each relationship, he works with clients to determine their goals and objectives, risk tolerance, investment time frames, and market knowledge before structuring any recommendations. He provides access to professional portfolio management to assist affluent clients in helping to achieve their long term goals.
The goal is to be each relationships valued Wealth Management Advisor and provide financial advice and guidance. His TEAM works closely with clients on cash management strategies, asset management, financial strategies, trust and estate planning services, retirement planning, home and commercial financing through Bank of America N.A., business succession planning and business lending.
If you are an existing relationship, we THANK YOU for your trust and look forward to working with you, on your "Family Blue Print". If you are looking for a new financial advisor for guidance, he welcomes the opportunity to compete for your relationship and has been working with clients on Financial Services since 1998. Terry holds an MBA from the University of Redlands.
*NMLS#633445
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
