Matthew Terry, Cfp® Email & Phone Number

I work with financial advisors in the Southwest area to educate them on Symmetry's evidence-based investment philosophy and solutions. As a business consultant, I have helped a number of advisors grow their business with practice management ideas like helping to create their value proposition and develop ways to better market and brand their business.

Promoted and distributed the suite of BNY Mellon Asset Management investment management products and Dreyfus variable insurance trusts and mutual funds to key institutional partners and intermediary advisors.

Austin Area, Texas

Responsible for driving the sales, revenue, and profitability of the firm through external consulting activities. Focused primarily on increasing penetration rates of advisory adoption, increasing frequency of advisory business for existing producers, and driving increases of average account size.

Developed the region by growing relationships with fianncial advisors while prodiving product and practice management support and education. Consulted with advisors regarding sales of various financial products, which included accumulation and wealth strategies, retirement income, and lifestyle protection solutions.

Served as the key representative for advisors on maintaining and growing the business. Facilitated trading, supervised margin accounts, corporate actions, restricted stock, and private placements for advisors and clients.

Registered Client/Branch Service Associate: Enhanced the client experience by servicing clients and providing operational and administrative support to advisors. Branch Technology Liaison: On-Site Manager responsible for implementing technical changes to the branch as well as training of office executives and advisors on software applications and programs..