Terry received his Bachelor of Science in accounting from Jacksonville State University in Jacksonville, Alabama. Upon graduation, Terry began his military career with the Third Special Forces Unit in Fort Bragg, North Carolina. Following several other assignments, including an assignment in Vietnam, Terry attended the University of Alabama and received his master's degree in business administration.
After spending 23 years as a United States Army officer, he decided to pursue his true passion. He started his career as a financial advisor in 1992, and joined Robert Thomas Securities (now part of Raymond James Financial Services) in 1998.
Terry is active in the community, serving with the Kiwanis Club since 1992. He is a two-time president of the Seminole Club, and an active member with such events as Horses for the Handicapped and Every Child a Swimmer.
Terry is also involved with the Saint Petersburg MOAA (Military Officers Association of America) chapter and curently serving as Second Vice President.
Brian received his bachelor's degree in business administration from the University of Central Florida (Orlando, FL). Prior to joining Raymond James Financial Services, Brian worked as a programmer analyst for a large benefits consulting firm. In pursuit of a more personally rewarding career, and a desire to move back to the Seminole area, he joined Terry and helped develop The Carr Team. Brian works closely with Terry to manage portfolios, client relationships, developing and reviewing client's financial plans, as well as the daily business needs. Brian also acts as the resident technology expert for the office.
Brian worked to acheive the CFP® designation to expand the firm's focus on Financial Planning and the The Carr Team's Advisory Process. Brian is also a member of the national FPA (Financial Planning Association) as well as the Tampa Bay Chapter of FPA.
Brian and his family are active members in their Church, Anona United Methodist, where he serves as a guitar player in the Contemporary Service band.
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.