Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2020
Terence Hunt, Senior Vice President, Wealth Management Advisor, CFP®, CIMA®, CPWA, CRPC
Terence Hunt has been in the Financial Services industry for 35 years and has been a legacy Merrill Lynch Wealth Management advisor for 26 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 has also achieved the designation of Certified Divorce Financial Analyst (CDFA).
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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.