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About
Terence (Terry) has spent his entire career in the financial services industry and believes that financial planning is an evolving process – with the long-term client + advisor relationship at the center. Terry gains a deep understanding of each client’s entire financial picture, in order to find solutions that match their specific objectives.
Terry began his career in 1996 on a trading desk at Spear Leads & Kellogg and subsequently worked in emissions markets at Kaufman Brothers., L.P. and as a Senior Product Manager at Dow Jones Indexes. Prior to joining Farther in February of 2024, Terry was a financial advisor at Allied Wealth Partners.
Terry holds a B.S. in Marketing from Bloomsburg University of Pennsylvania and an MBA with a concentration in finance from Rutgers Business School. He enjoys skiing, reading, spending time with his family, and can often be seen riding his bike around Jersey City.