Terry Sullivan is a financial advisor with Raymond James Financial Services, Inc. He specializes in helping individuals and business owners accumulate, manage and preserve wealth.

Terry attended the University of New Orleans where he graduated with a bachelor of science in business administration. Terry began his career in the financial services profession in 1986. Since then he has attained the Certified Financial Planner^TM certification (CFP) and the Chartered Financial Consultant (ChFC) designation.

Terry is past president of the New Orleans Chapter of the Financial Planning Association (FPA) which is an international professional association devoted to the financial planning discipline. Additionally, Terry has spoken numerous times at Money Watch Live, an annual educational symposium on various financial, tax and estate planning topics. He has also spoken to other associations, corporations and community organizations and has been quoted in the "Times Picayune" and "Citibusiness". Terry has also delivered continuing education (CE) talks to various other professional associations including the National Association of Financial Service Professionals and the American Society of Women's Accountants.

The success of Terry's practice is centered around the effective use of financial planning strategies and investment management techniques. With a commitment to client service, Terry provides personalized investment alternatives with an emphasis on tax-efficient asset management and retirement planning.

Terry is dedicated to the financial planning process and continually strives to stay on the "cutting edge" of his profession. This is accomplished, in part, by his regular attendance at various educational conferences where he expands his expertise by interacting with some of the nation's most respected economists, portfolio managers and more.

Terry's clients include individuals and business owners who need on-going financial advice to help guide them through the maze of financial products, tax laws and planning opportunities. Although he is based in Metairie, Louisiana, his clients reside throughout the Southeast. Through advances in technology, he is able to effectively service his clients needs wherever they may reside.