Terry W. Raab Email & Phone Number

Terry Raab has extensive experience serving clients and also oversees the Charleston, WV office of Janney, serving as the Branch Manager.Terry started his career in the financial services industry as an insurance and pension specialist. During the majority of his career, he has served as a branch manager and financial advisor in the investment business. Within the investment arena, he applies his knowledge and experience towards building a diversified investment portfolio that addresses the specific financial needs and risk tolerance of his clients — and then helping to oversee that portfolio over time. Terry first seeks to understand the needs of his clients before developing and recommending investment strategies based on current fundamental, and economic conditions, and providing regular performance reports and periodic review of your financial plan to help align your finances with achieving your financial goals. Terry has appeared as a speaker at numerous investment planning and asset management seminars and conferences.Terry is committed to serving his community. He co-founded the Holz Foundation, founded the 69 Ambassador’s Scholarships for the University of Charleston, served on a committee at West Virginia State University to work with the Chairman of Business Development, was Division Chairman for the United Way, served on the Alumni Committee of the University of Charleston and chaired the First Presbyterian Church’s Capital Campaign and served many terms as the Stewardship Committee Chairman.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

• 

  University Of Charleston

  Management And Marketing