Terence Belfor Bio Image

Terence G. Belfor,

AAMS™ Financial Advisor

Terence is dedicated to managing and preserving wealth for clients and their families. By establishing a deep and valued relationship with them, he gains a comprehensive understanding of their needs and goals.

He works hard to enhance their investments while assisting them with their goals through long-term financial strategies incorporating retirement planning, investment management that includes IRAs and 401(k)s, estate planning and more.

Terence believes the most successful wealth management strategies look at the big picture. His comprehensive approach, delivered with personal attention and a commitment to clients’ best interests, helps to set Terence apart.

Knowledgeable and straightforward, he is passionate about making a meaningful impact in people’s lives, helping them pursue their financial goals and build confidence for the future.

Terence moved to Raymond James with the team in November 2022 after serving as a financial advisor and associate vice president at Morgan Stanley. He spent the previous five years of his career as a contract attorney at Landmark Discovery, LLC, and Synergy Legal Staffing/FTI Acuity, where he managed quality control for nearly 90 attorneys. He holds a bachelor’s degree in business administration and legal studies from Bucknell University and a Juris Doctor degree from St. John’s University School of Law.

Terence is a member of the New York State Bar and an officer and member of one the most respected and honored Lodges of Free Masons in New York state. This year, he will be honored by his Lodge by being named Mason of the Year.

Terence grew up in Manhattan and now lives across the river in Williamsburg, Brooklyn. In his free time, he enjoys fitness, photography and exploring his neighborhood and the rest of New York City.

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.