Terry L. Henderson
About Terry L. Henderson
Terry L. Henderson serves as the Associate Director and Wealth Management Banker for the Mountain Pacific Region at UBS, where he has worked since 2017. With a strong background in finance and extensive experience in wealth management, he specializes in serving affluent clients and possesses a thorough knowledge of securities-backed lending.
Work at UBS
Terry L. Henderson has served as the Associate Director/Wealth Management Banker for the Mountain Pacific Region at UBS since 2017. Based in Bellevue, WA, he has accumulated seven years of experience in this role. His responsibilities include managing wealth management services and providing tailored financial solutions to clients. Henderson's position at UBS reflects his expertise in the financial services sector, particularly in catering to affluent and high net worth clients.
Previous Employment History
Prior to joining UBS, Terry L. Henderson held various positions in the financial industry. He worked as a Senior Loan Officer at Wells Fargo from 2012 to 2013. He also served as a Private Client Mortgage Banker at JP Morgan Chase from 2013 to 2016. Earlier in his career, he was a Senior Mortgage Broker at Eagle Home Mortgage from 2009 to 2012 and worked as a Financial Advisor and Senior Loan Officer at Bank of America from 2006 to 2009. This diverse background has contributed to his comprehensive understanding of wealth management.
Education and Expertise
Terry L. Henderson holds two Bachelor’s Degrees from the University of Washington. He studied Art/Art Studies and Business, Management, Marketing, and Related Support Services. His educational background, combined with his extensive experience in the financial sector, has equipped him with a thorough knowledge of securities-backed lending and wealth management. He also holds several licenses, including FINRA Series 7, Series 66, and NMLS, which signify his compliance and expertise in the financial services industry.
Skills and Specializations
Henderson demonstrates exceptional business development and relationship management skills, essential for success in wealth management. He has a strong sense of urgency that ensures high levels of customer service and client satisfaction. His specialization in supporting affluent and high net worth clients highlights his capability in providing personalized financial services. His thorough knowledge of securities-backed lending further enhances his ability to offer comprehensive financial solutions.