A native of Florida, Terry began his career with Merrill Lynch in Jacksonville, Florida on June 2, 1997.  He has a Bachelor of Science in Finance from the University of Central Florida, 1995.  He has achieved the Charter Retirement Planning Counselor (CRPC) designation from the College of Financial Planning.  He is Series 7, 63 & 65 registered and holds Life/Health Annuity and Long Term Care Insurance licenses.

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