Terrence has nearly 30 years of experience in the financial services industry working with institutional and private clients nationally and worldwide. This has given him invaluable exposure to diverse financial market conditions, investment vehicles and financial analysis. He began his career with Merrill Lynch in Toronto in 1987, working in the institutional equity sales group. In 1991, Terrence was promoted to New York, and then, through a combination of determination and planning, he was able to transition to living full time in the Berkshires in 1999, where he spent the last 16 years building a private client practice, most recently forming The Webb Morris Wealth Management Group.
Terrence passed the following FINRA exams: Series 7, 9, 10, 63 and 65/66. He graduated from the University of Toronto with majors in history and political science and a minor in English.
Terrence is delighted to call the Berkshires home, and is committed to giving back to the community through support of local organizations, including service on nonprofit boards and local committees. Outside of work, he can often be found on the ski hill, the golf course or on the back of his favorite John Deere tractor.
