Experience Makes all the difference

With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individuals' personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.

Terry received his BS in Marketing Management from Siena College.  He currently resides in Basking Ridge, NJ with his wife and their four daughters.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments

Bedminster

January 2009 - Present

Citigroup Global Markets

Financial Advisor

Morristown

October 1998 - January 2009

Education

  • B.A., Business Administration, Siena College

Licenses

  • Series 7, General Securities Representive
  • Series 63, Uniform Securities State Law
  • Series 65, Investment Advisor Representative
  • Life, Variable Life, and Health Licensed: CO, NY, NJ

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI