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We get to know you and your family, your financial situation and what matters most to you.
Terry Beauchamp, CHFC®, CRPC®, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management-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 Wealth Management 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, financial 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.
*NMLS#633445
English
California Polytechnic University of Pomona
University of Redlands
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637425
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #453604
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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