Terri began her career in financial services in 1982 after earning a B.A. in Economics from Stanford University. She joined UBS in 2011 from Morgan Stanley Smith Barney. Previously, she worked for Bernstein Investment Research, Korn/Ferry International and Arthur Andersen.

Her client relationships are built around a structured wealth management consultative process that includes comprehensive financial planning. Terri's investment strategy involves growing core portfolios, while managing risk through tactical asset allocation.

As a general practitioner, Terri is focused on understanding and meeting the unique needs of each client. Based on those needs, she builds and coordinates a team of specialists to deliver solutions. These specialists often include the other professional advisors that work with her clients.

Terri and her husband, Ned, live in Tucson, AZ, where she has served as a board member for a number of local organizations, including Carondelet Foundation and St. Luke's Home. In her free time, Terri enjoys yoga, hiking, golf, tennis and cheering for the Wildcats.

AZ, CA, CO, FL, HI, ID, IL, MA, MD, MN, MO, MT, NC, NM, OR, PA, SC, TX, UT, VA, WA