After initially serving for 24 years as a Senior Portfolio Manager for an Institutional Investment Management firm, Terry recognized the developing trend towards financial planning and wealth management for individuals and their families. In 2009, he set out at Morgan Stanley in Red Bank, NJ with a focus on helping people achieve and maintain financial independence and later attained his life-long dream of owning his own business, establishing Twin River Wealth Management in 2017.
Terry brings his clients 38 years of accomplished experience in wealth and investment management along with financial and estate planning. He has designed and refined a proprietary process he has named, The Twin River “Bridge of Wealth”, which addresses those ever-changing critical financial events that occur as a client’s life unfolds and their needs evolve.
Born and raised in Pittsburgh, PA Terry graduated from Pennsylvania State University in 1982. He later earned the Chartered Financial Analyst (CFA) designation in 1992 and the Certified Financial Planner (CFP) designation in 2021; the oldest sitting US candidate to pass this challenging exam at age 62. Less than 1% of total US based Financial Advisors hold both the CFA and CFP designations.
Terry and his wife of 37 years, Laurie, live on the Jersey Shore in Rumson, NJ and enjoy the area and all its activities. They are co-owners of River Road Books in Fair Haven, NJ, the last independent bookstore in Monmouth County and have three adult children. All family members are active readers and enjoy playing various sports such as golf, skiing, pickleball and wheelbarrow racing with the grandchildren!