Vice President–Wealth Management
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Terri is a Wealth Management Associate who joined the Stuart, Florida office of UBS in 2007. Prior to joining UBS, she was a Senior Associate at Merrill Lynch since 2000. Terri's responsibility is to provide operational and administrative support to GK Group's daily business practices while maintaining risk awareness and regulatory knowledge. Terri's objective is to enhance the client experience by anticipating client needs, resolving their problems and following through to provide exceptional service. Terri volunteers with Dogs and Cats Forever and Creature Safe Space. She resides in Port St. Lucie, Florida with her husband, Jim.
Terri is a Wealth Management Associate who joined the Stuart, Florida office of UBS in 2007. Prior to joining UBS, she was a Senior Associate at Merrill Lynch since 2000. Terri's responsibility is to provide operational and administrative support to GK Group's daily business practices while maintaining risk awareness and regulatory knowledge. Terri's objective is to enhance the client experience by anticipating client needs, resolving their problems and following through to provide exceptional service. Terri volunteers with Dogs and Cats Forever and Creature Safe Space. She resides in Port St. Lucie, Florida with her husband, Jim.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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