ADVISOR BIO

Terri Lancaster is a financial advisor in Stuart, FL. Terri has been in the industry for 22 years and is registered with UBS Financial Services Inc. Terri is licensed to provide investment advice in Florida. Terri's prior experience includes a position at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD.

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ADVISOR BIO

Terri Denise Nelson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Terri has been in the industry since 2022 and is registered in Florida and Texas. Terri specializes in providing financial services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and charitable organizations. Terri has a wide range of experience in the financial services industry, including roles in law enforcement and financial services.

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ADVISOR BIO

Terri Melton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Terri has been in the industry for over 2 years. Terri is licensed to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. Terri's firm, Merrill Lynch, is a large firm with approximately $10 billion to $50 billion in assets under management. The firm provides investment advice to a variety of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Terry L Brookman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Terry is registered with both FINRA and the states of Florida and Texas. Terry has been in the financial industry since 2015 and holds the Series 7, 9, 10, 24, and 66 licenses. Terry specializes in providing financial advice to individuals, families, and businesses.

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ADVISOR BIO

Terry Robert Campbell is an active advisor with Wells Fargo Advisors Financial Network, LLC. Terry has been in the industry since April 17, 1989, and has worked at several firms, including A. G. Edwards & Sons, Inc. and Wells Fargo Clearing Services, LLC. Terry has a diverse background, including a specialization in various investment categories. They hold the Series 66, Series 63, Series 10, Series 9, SIE, and Series 7 licenses and is registered in multiple states, including Alabama, Arizona, California, Delaware, Florida, and more. Terry is also the sole owner of Integral Wealth Management, LLC, a related investment business based in Stuart, Florida.

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ADVISOR BIO

Terry Lynn Garvin is a registered representative with Osaic Wealth, Inc. and has been in the industry since 1982. Terry Lynn Garvin has passed the Series 6, Series 7, Series 24, and Series 63 exams. Terry Lynn Garvin also holds the Chartered Financial Consultant designation. Terry Lynn Garvin works in the Tampa, Florida branch office of Osaic Wealth, Inc.

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ADVISOR BIO

Terry Lee Breitbord is an active investment advisor representative registered with Eagle Strategies LLC. Terry has been in the industry since July 27, 1983. Terry is registered in 12 states and has passed the Series 6, 22, 63, and 65 exams, along with the SIE. Terry also works with various outside carriers to broker non-NYL, non NYL SEC. products through a DBA Brietbord Financial Services.

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ADVISOR BIO

Terry Schurman is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Terry has been in the industry since 1992 and has worked at several other firms, including Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., and M.D. Walsh & Co.. Terry is registered in 11 states, and holds several securities licenses including Series 3, 7, 10, 63, and 65.

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ADVISOR BIO

Terry Alan Whitmore is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Terry has been in the financial services industry since April 1987, and is licensed to conduct business in 26 states. Terry has been registered with Merrill Lynch since May 1993. Prior to joining Merrill Lynch, Terry worked for several other financial institutions. Terry is a registered principal and holds the Series 4, 7, 9, 10, 12, 24, 52, 53, and 63 licenses. Terry also holds the SIE license and the Series 65 license. Terry specializes in providing financial advice to individuals, corporations, and other businesses. Terry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Terry D. Dean is a financial advisor who has been in the industry since December 8, 1996. Terry is currently registered with UBS Financial Services Inc. and is licensed in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, and Wisconsin. Terry was previously registered with A. G. EDWARDS & SONS, INC. Terry has passed the Series 63, Series 66, Series 7 and SIE exams.

SPECIALIZATIONS