Senior Registered Client Service Associate terry.debello@raymondjames.com
Terry joined Raymond James in October 1997 and recently celebrated her 24th anniversary with the company. She has been in the financial services industry for over 30 years. She has acquired several licenses such as the Series 7, 9, 10, and 66.
Terry has worked in several different Raymond James offices during her tenure here starting in the Boca Raton, FL office in 1997. In 2008, she transferred to the Vero Beach office and was the Operations Manager as well as the Client Service Associate for two Financial Advisors. Finally, after accepting an offer to work with the Shepard & Shepard Wealth Management Team of Raymond James she transferred to the Ocala, FL office in 2018.
She is an enthusiastic professional with extensive experience which allows her to provide a high level of service when answering administrative questions, helping prevent or correct account problems, and offering assistance designed to complement the range of investment services we offer.
Furthermore, by being fully licensed she is able to assist us in offering investment alternatives and services, developing financial plans, and placing your orders to buy and sell securities. Terry is, as we are, dedicated to serving you in the most timely, effective way she can.
Terry is a Florida native and lives in Ocala, FL. She is married to her high school sweetheart, Mike, for over 35 years and they have two daughters.