In his spare time, he enjoys the challenge of triathlons and restoring and racing sports cars. Terrence resides with his partner Julie and their dogs in Bethesda. In addition, he holds the FINRA Series 7 and 66 registrations as well as the Maryland Life and Health Insurance License. in 2003 and the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ by completing the coursework at the Wharton School of Business in 2004. He has continued to pursue his educational advancement by successfully completing the requirements to obtain a CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. in Accounting and obtained his Certified Public Accountancy designation in 1988 (he does not provide tax advice in his role at Merrill). He graduated from Guilford College with a B.S. Terrence joined Merrill Lynch Wealth Management in 2000 after a 10 year career in corporate finance and investment consulting with Citibank. If you have questions regarding your particular situation, please contact your legal or tax advisor. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.Leisure: Spending your free time in meaningful ways.Family: Taking care of your family and other people in your life.Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities. We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Focus On Individuals, Families and Small Businesses
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |