FINANCIAL ADVISOR & SENIOR PORTFOLIO MANAGER
Terri is a Financial Advisor and Senior Portfolio Manager with over 28 years of experience in investment management and financial planning.
Terri works closely with clients on all aspects of managing their investments and financial planning. She works with families on multi-generational planning, divorce financial planning, and retirement planning for corporate executives and other professionals.
Terri was a former Director of RBC Capital Markets, through acquisition of Seasongood & Mayer LLC, a top ranked underwriter of Municipal Finance. She led the Ohio municipal underwritings in both negotiated and competitive fixed income underwriting, trading and marketing of securities. Terri advised municipal issuers on new issue market timing and debt market research. Terri also worked in New York for two Wall Street firms, on the Capital Markets trading and underwriting desks.
Terri resides in Mt. Adams with her husband Bill, a consultant for FC Cincinnati soccer club. She is a certified fitness instructor and enjoys cooking and traveling with friends and family.