Michael P. Terry, Cfp®, Cima®

Michael P. Terry, Cfp®, Cima® Email and Phone Number

Managing Director and Portfolio Manager @ PWM Advisors
New York, NY, US
Michael P. Terry, Cfp®, Cima®'s Location
Hackensack, New Jersey, United States, United States
About Michael P. Terry, Cfp®, Cima®

PWM Advisors Co-founder and experienced Managing Director with a demonstrated history of success in helping clients across the wealth spectrum meet their financial goals and objectives. Skilled in asset management, relationship management, equity and fixed income strategies, asset allocation, trading, and planning. Strong finance professional holding both the Certified Investment Management Analyst (CIMA®)and CERTIFIED FINANCIAL PLANNER (CFP®) designations.

Michael P. Terry, Cfp®, Cima®'s Current Company Details
PWM Advisors

Pwm Advisors

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Managing Director and Portfolio Manager
New York, NY, US
Website:
pwm-advisors.com
Employees:
6
Michael P. Terry, Cfp®, Cima® Work Experience Details
  • Pwm Advisors
    Managing Director And Portfolio Manager
    Pwm Advisors
    New York, Ny, Us
    View
  • Pwm Advisors
    Managing Director & Portfolio Manager
    Pwm Advisors Mar 2023 - Present
    View
  • The Private Wealth Management Company At Woodbury Financial Services
    Managing Director
    The Private Wealth Management Company At Woodbury Financial Services Jun 2022 - Present
    United States
  • Bank Of America Private Bank
    Svp - Senior Portfolio Manager
    Bank Of America Private Bank Jun 2003 - Jun 2022
    Princeton, New Jersey
    Provide comprehensive wealth management to a book of business in support of an integrated delivery of products and services with a specialization in investment management that is consistent with clients’ overall financial plan. Duties include but are not limited to :Work within a team concept to ensure client relationships are fully leveraged and that investment guideline objectives are integrated into a unified investment management approach to meet goals over the entire life of the financial plan.Construct both discretionary and non-discretionary customized investment portfolios and monitor on an on-going basis to ensure client objectives are met. Strategies include individually managed equity and/or fixed income portfolios, open architecture platforms, option overlays, structured notes, and alternative investments. Also requires construction and maintenance of Investment Policy Statements.
    View
  • Delaware Investments (Lincoln Financial Group)
    Advisor Consultant
    Delaware Investments (Lincoln Financial Group) Feb 1999 - May 2003
    Philadelphia, Pennsylvania, United States
    Series 6, 63, & 7 licensed consultant to top producing financial advisors utilizing Delaware funds.

Michael P. Terry, Cfp®, Cima® Education Details

Frequently Asked Questions about Michael P. Terry, Cfp®, Cima®

What company does Michael P. Terry, Cfp®, Cima® work for?

Michael P. Terry, Cfp®, Cima® works for Pwm Advisors

What is Michael P. Terry, Cfp®, Cima®'s role at the current company?

Michael P. Terry, Cfp®, Cima®'s current role is Managing Director and Portfolio Manager.

What schools did Michael P. Terry, Cfp®, Cima® attend?

Michael P. Terry, Cfp®, Cima® attended New York University, The Wharton School, Stockton University, Holy Cross Academy.

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