Cody Terrion
Vice President, Wealth Advisory @Atlas
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WORK HISTORY
Vice President, Wealth Advisory @Atlas
Philadelphia, PA, US
EDUCATION
Elon University
Bachelor's Degree, Finance
Yale School of Management
Certified Private Wealth Advisor® Education Program
SKILLS
ABOUT CODY TERRION
As Vice President at Atlas Private Client, I bring a deep foundation in investment banking and years managing $500 million in assets alongside a senior partner at Merrill Lynch to offer a new level of sophistication in wealth management. At Atlas, we\'re not your typical advisory firm. We leverage cutting-edge technology, exclusive access to alternative investments, and bespoke strategies to meet the evolving needs of high-net-worth individuals.Drawing from my background across M&A and wealth management, I specialize in crafting robust financial strategies designed to protect and grow wealth through each phase of life. Atlas stands apart in our approach, combining an agile, tech-forward platform with a human touch that considers each client’s unique aspirations and challenges.Whether you\'re exploring complex tax strategies, diversifying with private investments, or building a legacy for future generations, I’m here to provide clarity and Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.
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