Terry Advisor

Terry Advisor is a professional financial advisor at Generations Wealth Planning, where he serves as a Senior Vice President and offers fiduciary services to clients.

Terry has a strong educational background with a Bachelor of Science (B.Sc.) in Business from the University of San Francisco and has completed the Global Golf Club Management Program at The Ohio State University.

Prior to his current role, Terry gained valuable experience working as a Vice President Financial Consultant at Charles Schwab, Financial Advisor at Merrill Lynch, Registered Representative at Mass Mutual, and in golf club management at renowned clubs like Greenhills, Olympic Club, St Andrews, Pine Valley, Tiburon, and Merion GC.

Terry's approach to managing investment accounts focuses on both growth and income, consolidating accounts to diligently grow them while structuring investments to provide income without compromising the principal amount.

In addition to investment management, Terry offers ongoing financial planning and portfolio management services to his clients, ensuring their financial well-being and success.

Terry is committed to always doing the right thing for his clients as a fiduciary, and he custodies client accounts at Charles Schwab, providing transparent and trustworthy services.

Clients working with Terry can expect a fee structure that aligns the advisor's success with the client's, typically charging 1% of assets under management (AUM) per year.

To learn more about Terry's services or to schedule an appointment, individuals can visit his Calendly link at https://calendly.com/terry-175/introduction-call, contact him via phone at (561) 288 8579, or email him at Terry@generationswp.com.