Terry graduated from the University of Florida, earning a Bachelor of Science degree in business administration and an MBA. In 1981, he accepted a position with William R. Hough & Co., now RBC Wealth Management. Terry has passed his Series 7, 24, and 66 examinations as well as the life, accident and health insurance and variable annuities licenses.
Terry has completed the Advanced Wealth Manager (AWM) Program, an exclusive professional designation specifically designed by RBC Wealth Management, to address the complex financial needs of our clients. Terry is also a part of the Portfolio Focus Program. Portfolio Focus is RBC Wealth Management’s fee-based discretionary portfolio management program.
Born and raised in Florida, Terry has lived in St. Petersburg for more than 30 years. He supports Habitat for Humanity and Tampa Bay Watch. His interests outside of work include: biking, tennis, running, boating and Gator sports. Terry has two adult children, Tricia and T.J.