Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Wealth Management 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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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.
Associate MSG Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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