North County Coastal
710 Carlsbad Village Drive
Carlsbad, CA 92008
Bressi Ranch, Carlsbad, Carmel Valley, Encinitas, Solana Beach
State registrations: CA, CO, NC
CA Ins Lic #0H87766
Terry uses his knowledge of investment products and financial markets to help his clients learn more about their options. He has over seven years of experience in the financial industry, of which five are as an investment representative. At Charles Schwab, he served as a retirement services specialist, assisting his clients with recommendations for planning for retirement or looking for supplemental income during retirement. Terry’s understanding of financial planning, enhanced by his research and organizational skills, helps him review and discuss investment objectives with his clients, whether they are building their career, expanding their family or enjoying their retirement.
Terry holds a BA in political science from the University of California San Diego. In his free time, he gives back to the community as an assistant scout master with Boy Scouts of America.
Raymond James is not affiliated with the above organizations and/or charitable causes.