Wealth Management Associate
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 received her Registered Paraplanner (SM) designation from the College for Financial Planning in 2001. 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.