Terence Hunt, Senior Vice President, Wealth Management Advisor, CFP®, CIMA®, CPWA, CRPC
Terence Hunt has been in the Financial Services industry for 36 years and has been a legacy Merrill Lynch Wealth Management advisor for 27 years. Terence is a graduate of Siena College in Loudonville, NY with a Bachelor of Science in Finance and also earned an MBA in Banking and Finance from Hofstra University in Uniondale, NY. He holds professional licenses in Life, Long Term Care insurance and Annuities. He has his Series 7, 63, 24, 53, 4 FINRA registrations and has obtained the CERTIFIED FINANCIAL PLANNER™, CFP® certification.
Terence holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ upon completion of studies with the Wharton School of Executive Management. He also holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™.
Terence has earned the Chartered Retirement Planning Counselor℠, CRPC® designation through The College for Financial Planning Institutes Corp, and has also received a Certificate of Completion of the Merrill Lynch Longevity Training Program in conjunction with the University of Southern California’s Davis School of Gerontology. Terence has also achieved the designation of Certified Divorce Financial Analyst, CDFA. Terence also has earned the Chartered SRI Counselor™ designation.
Terence is a former board member of the Needham Education Foundation in his hometown. He also served for 9 years as a member of the Board of Associate Trustees at his alma mater, Siena College. He is currently involved in several local activities and charitable organizations. Terence lives in Needham, MA with his wife Mary and their 2 daughters.
The Hunt Group is a boutique-like investment team within Merrill Lynch Wealth Management delivering distinctive service and financial strategies to a select group of high net worth individuals and business leaders. Through Merrill's unprecedented platform and our professional relationships, we provide advice and guidance that we believe is unparalleled in depth. We strive to maintain complete objectivity in all of our recommendations, as our goal is to help ensure each client's individual success. We are confident you will find that our services are delivered on a customized basis within a personal relationship that will last throughout your lifetime.Our philosophy is simple: successful wealth management is built on a strategy that focuses on the big picture. By taking a long term view, and establishing deep and valued relationships with our clients, we can provide a substantial level of customized and personalized service and give our clients back their most limited commodity, time.I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.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.
CFP®, CIMA®, CRPC™
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.
