Terry Webb Email & Phone Number

I have spent thirty three years in the financial services industry working with institutional and private clients in the US and worldwide. This has given me invaluable exposure to diverse financial market conditions, investment vehicles and financial analysis. I began my career with Merrill Lynch in Toronto in 1987 working on the institutional equity side of the business. In 1991, I was promoted to New York, and then, through a combination of determination and planning, was able to transition to living full time in the Berkshires in 1999, where I have spent the last 20 years building a private client practice, known as the Webb Wealth Management Group|RBC Wealth Management.  Through experience and proven results, I have earned the titles of Senior Vice President - Private Client Group, and Senior Portfolio Manager - Portfolio Focus. I am also a member of the RBC Chairman's Council, and have been in each of the last 8 years. I hold the following financial industry licenses: Series 7, 9, 10, 63 and 65/66. I graduated from the University of Toronto with majors in History and Political Science and a minor in English.I am delighted to call the Berkshires home, and am committed to giving back to our community through support of local organizations, including service on non-profit boards and local committees. Outside of work, I can often be found on the ski hill, the golf course, spending time with my horses, or on the back of my favorite John Deere tractor.

• 

  Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

  Rbc Wealth Management

  Jun 2008 - Present - 50 Castle St., Suite 1, Great Barrington, Ma 01230

  Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.Non-U.S. Residents This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.

• 

  University Of Toronto - Victoria University

  Hba