Before joining RBC Wealth Management in 2014, Terry was a Financial Advisor/Portfolio Manager at Morgan Stanley for nearly 30 years. Terry holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Terry received a Bachelor of Science degree in Business and Management from the University of Maryland.
- Series 3 - National Commodity Futures
- Series 5 - Interest Rate Options
- Series 7 - General Securities License
- Series 15 - Foreign Currency
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Licensed
- Chartered Financial Analyst Society of Austin
- Austin Investment Association
- Certified Financial Planner™ Board of Standards, Inc.
- Municipal Advisory Council of Texas