Terrence Burns Email & Phone Number

For more than 31 years I have been helping individuals and families to prudently manage their portfolios to pursue their investment objectives. I believe that investment strategies should be integrally linked to investment objectives and risk tolerance. Accordingly, I develop custom investment strategies designed to address the individualized needs of each of my clients.I earned my bachelor's degree from the University of Washington and my Juris Doctor degree from the University of Michigan Law School (I am currently non-practicing as Wells Fargo Advisors does not provide legal or tax advice). I hold the Series 7, 24, 63 and 65 registrations, and the following certifications: CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). Giving back to the community is important to me. I'm proud to have served two terms on the board of trustees of Forest Ridge School and in the past served on its Investment Committee. Please visit my website at https://home.wellsfargoadvisors.com/terryb for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals.This information is intended for use only by residents of AZ, CA, FL, HI, KY, MN, MO, NC, NV, OR, TX, VA, and WA./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Asset Allocation, Investments, Investment Strategies, Retirement, and 7 others.