Terry Schurman is a Merrill First Vice President and Wealth Management Advisor in the Ponte Vedra Beach, FL office. He is highly experienced in helping individuals and families organize and manage their wealth with a consistent and customized process. His tailored approach to each individual enables him to provide a wide array of investment and planning services to help meet client needs. Terry's focus as a Wealth Management Advisor is twofold: planning for successful retirement years for his clients, and assisting them with estate issues.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
