Portfolio Manager, Financial Advisor
CurrentTerry joined Morgan Stanley in 2013, where he continues to hone his craft in building globally diversified portfolios. Over the years, he has always seeks to provide highly personalized advice and proven investment consulting services. Terry offers his clients what he believes is an unparalleled commitment to client service, client education and attention to detail. Terry’s wealth management approach is focused not only on helping his clients articulate their goals, but also on reviewing all aspects of their financial lives – how to preserve wealth, how to build it and how to leave the legacy they desire. His investment platform is carefully structured to provide the tools and resources necessary to succeed in today’s fast-faced global market and to help ensure his clients’ assets will be there when needed – no matter how long they live.© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlAsset allocation does not guarantee a profit or protect against a loss in a declining financial market. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.