Terrence Davis
Financial Advisor
100 International Dr
Baltimore MD 21202
(410) 547.5080
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Join us Tuesday, May 20th for a Retirement Planning Seminar
About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Tuesday, May 20th 2025| 6:30 PM
Retire to Adventure: Designing a Purposeful and Exciting Life After Your Career

At the Meisner Group, we believe everyone deserves to retire with a plan.

Join us for an informative dinner seminar Tuesday, May 20th at Cosima where we'll discuss:

• What retireme...

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Terrence Davis is registered to do business in DC, DE, FL, GA, MD, NJ, NY, PA, SC, TX, VA, WV.