Terry specializes in financial planning for executives of public companies and addressing issues specific to them, such as stock option and equity compensation planning, planning around concentrated stock positions, pre-arranged sale plans, and block and specialty transactions. As a CERTIFIED FINANCIAL PLANNER™ practitioner, his goal is to help his clients achieve their short-term and long-term financial objectives through comprehensive financial planning; experience the confidence that comes from making intelligent and well-thought-out financial decisions; and ultimately achieve financial independence and live their retirement years commensurate with the lifestyle to which they’ve become accustomed during their working years.CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Before joining Raymond James in March 2011, Terry was a senior vice president at Boenning & Scattergood in Conshohocken, Pennsylvania; a vice president at WR Hambrecht + Co. in Berwyn, Pennsylvania; and an assistant vice president at Hambrecht & Quist in San Francisco. He earned a BSBA in accounting from Bucknell University.
Terry lives in his hometown of West Chester, Pennsylvania, with his wife, Megan, and sons, Jake, Wyatt and Sam. In his free time, Terry enjoys basketball, skiing, golf, and coaching Little League and youth basketball.