With the knowledge that comes with more than 30 years of experience in the financial services industry, Terry Platt helps investors navigate the myriad of available investment options with a high level of service and personal commitment.
From financial planning to comprehensive portfolio management, Terry’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.
At Raymond James, Terry has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Terry recently joined the Raymond James office on Main Street in Lakewood Ranch, Florida, after 33 years in the industry with Wells Fargo, Bank of America and John Hancock. He is a graduate of the University of South Florida and received degrees in finance and economics. Terry lives in Bradenton, Florida, with his wife Maureen and they are parents to Dylan and Ashley. When not in the office, he enjoys the outdoors, especially fishing and crabbing.