About us

Prior to joining RBC Wealth Management, Terri was a Vice President, Financial Advisor and Branch Manager of the Financial Advisory Center with Merrill Lynch. She then joined Synergy Financial Services as a Senior Vice President and Manager of the investment division. Terri joined RBC Wealth Management in 2004, serving as a Branch Service Manager prior to joining the team, and is a recipient of the RBC Award of Excellence. She has a Bachelor of Science degree in business administration, marketing and management from Elizabethtown College. Terri has more than 25 years of industry experience, passed her Series 7, 63 and 65 exams, is life insurance licensed and is a Series 24 General Securities Principal. Terri attended the Kaplan College for Financial Planning and obtained the Wealth Management SpecialistSM - WMSSM & Associate Planning Professional designations.

Terri is primarily responsible for managing the Private Wealth Management initiatives for us. She believes in a comprehensive approach and developing custom-oriented solutions while providing unparalleled service.