About Terry
Serving the Cincinnati area, Terry provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Terry works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Terry joined Fifth Third Bank in 1996 and has been in the financial services industry for over 24 years. His background as a lender, wealth advisor, and leader, provide a unique viewpoint in creating a customized experience for high-net-worth individuals and families. Terry spent six years as the president and executive director of May We Help, a unique Cincinnati non-profit organization that invents or adapts unique devices for individuals with disabilities. He returned to the bank as a Senior Vice President and Director of the Private Bank for the Cincinnati Region, including Cincinnati, Dayton, and Northern Kentucky. In his role, Terry leads a team of Wealth Management Advisors and Private Bankers in the delivery of planning, investment management, risk management, and banking services to our clients.
Education
Terry graduated in 1992 with a B.A. from Miami University
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
Learn More
