Terry began his career in financial services in 1986. Prior to joining Merrill Lynch Wealth Management in 2011, he worked as a Vice President and Branch Manager for A.G. Edwards for 21 years and spent four years working for a private equity firm. Today his focus includes client relationship management, portfolio management and business development.
Terry helps a select group of affluent families and businesses manage their wealth.
During the past three decades, he has developed a disciplined approach to help clients
weather a variety of market cycles and ignore short-term market distractions.
Terry takes the time to truly understand a clients' complete financial picture. He then utilizes a customized approach to help pursue their goals, including retirement planning strategies, advice and guidance for business owners and corporate executives, and wealth transfer strategies.
Terry is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. He earned his Bachelor's degree in Finance from Texas State University. He and his wife, Cindy, live in Waco and have four children. For relaxation, he enjoys traveling to the coast or the mountains to play golf, fly-fish or
snow ski.
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.
