Matt Terry
About Matt Terry
Matt Terry serves as the Senior Vice President and Private Wealth Advisor at UBS Private Wealth Management in Stamford, Connecticut, where he has worked since 2003. He is licensed to operate as a financial advisor in 20 states and has over 30 years of experience in the financial services industry.
Work at UBS
Matt Terry has served as a Senior Vice President and Private Wealth Advisor at UBS Private Wealth Management since 2003. He operates out of Stamford, Connecticut, where he provides wealth management services tailored to high-net-worth individuals. His extensive experience at UBS spans over two decades, during which he has developed a deep understanding of the financial needs of affluent clients.
Previous Experience at Merrill Lynch
Before joining UBS, Matt Terry worked at Merrill Lynch as a Senior Vice President and Financial Advisor for 17 years, from 1986 to 2003. His tenure at Merrill Lynch provided him with a solid foundation in financial advisory services and client relationship management, contributing to his expertise in wealth management.
Education and Expertise
Matt Terry holds a Bachelor of Science degree in Finance from the University of Vermont, where he studied from 1982 to 1986. His educational background in finance supports his professional capabilities as a financial advisor, enabling him to effectively manage and grow client portfolios.
Licensing and State Operations
Matt Terry is licensed to operate as a financial advisor in 20 states across the United States, including key markets such as California, Florida, and New York. This extensive licensing allows him to serve a broad client base and cater to the diverse financial needs of high-net-worth individuals in various regions.
Background
Matt Terry completed his secondary education at Fairfield Prep, where he studied from 1978 to 1982. His early education laid the groundwork for his later academic pursuits in finance and his eventual career in wealth management.