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®
Terence Hunt has been in the Financial Services industry for 31 years and has been a legacy Merrill Lynch advisor for 22 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. 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. 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.
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 give you peace of mind* that you're on track to help 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. 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.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.