Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Terry Beauchamp, CHFC®, CRPC®, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch-who has built his process working with affluent individuals and business owners, to create a "Family Blue Print" to help clients pursue their financial goals. He believes strongly in listening to the client, to determine their life goals and assisting clients with a customized plan.
Terry is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
He applies a strategy-based and consistent process with each relationship, to help them reach their goals. To achieve a solid foundation with each relationship, he works with clients to determine their goals and objectives, risk tolerance, investment time frames, and market knowledge before structuring any recommendations. He provides access to professional portfolio management to assist affluent clients in helping to achieve their long term goals.
The goal is to be each relationships valued Wealth Management Advisor and provide financial advice and guidance. His TEAM works closely with clients on cash management strategies, asset management, investment strategies, trust and estate planning services, retirement planning, home and commercial financing through Bank of America N.A., business succession planning and business lending.
If you are an existing relationship, we THANK YOU for your trust and look forward to working with you, on your "Family Blue Print". If you are looking for a new financial advisor for guidance, he welcomes the opportunity to compete for your relationship and has been working with clients on Financial Services since 1998. Terry holds an MBA from the University of Redlands.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission. Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.
California Polytechnic University of Pomona
University of Redlands
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.