Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Terence Hunt, Senior Vice President, Wealth Management Advisor, CFP®, CIMA®, CPWA, CRPC
Terence Hunt has been in the Financial Services industry for 32 years and has been a legacy Merrill Lynch advisor for 23 years. Terence is a graduate of Siena College in Loudonville, NY with a Bachelor of Science in Finance and also earned an MBA in Banking and Finance from Hofstra University in Uniondale, NY. He holds professional licenses in Life, Long Term Care insurance and Annuities. He has his Series 7, 63, 24, 53, 4 FINRA registrations and has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Terence holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ upon completion of studies with the Wharton School of Executive Management. He also holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™.
Terence has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation through The College for Financial Planning, and has also received a Certificate of Completion of the Merrill Lynch Longevity Training Program in conjunction with the University of Southern California’s Davis School of Gerontology.
Terence is a former board member of the Needham Education Foundation in his hometown. He also served for 9 years as a member of the Board of Associate Trustees at his alma mater, Siena College. He is currently involved in several local activities and charitable organizations. Terence lives in Needham, MA with his wife Mary and their 2 daughters.
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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.
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