Grey Terry

About Grey Terry

We believe an honest conversation is essential to your financial well being. It’s about helping you articulate your goals in life, and working together to reach them. You deserve to get the most out of your wealth, and subsequently, your life. We have the years of experience, the tools, and the passion to help you get there.

Experience

1. Financial Advisor with White Pine Wealth Management

   Hightower Advisors

   Feb 2011 — Present · Portland, ME, US

   Our goal at White Pine Wealth Management is to help create strong financial futures through education and planning. Our team of eight is focused on organizing and simplifying all aspects of our clients financial pictures. We build comprehensive wealth management plans customized to meet our clients individual needs. We pride ourselves in giving independent, unbiased advice through proactive communication and education. Hightower is a national advisor-owned financial services company serving high-net-worth individuals and institutional clients nationwide. Unlike integrated brokerage firms designed to build and distribute financial products – which drives profitability for the firm, but not necessarily returns for the clients – Hightower puts financial advice at the center of its business model.Personal Designations:CDFA - Certified Divorce Financial AnalystAs a Certified Divorce Financial Analyst, I am qualified to apply my expertise of financial planning directly into the divorce process, ensuring that my clients and their legal team have comprehensive and accurate financial information. I offer insight so that a client can reach an equitable property settlement that will safeguard their financial future.CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients\' best interests today to prepare them for a more secure tomorrow. Prior to Joining Hightower Advisors, I held positions at Merrill Lynch, Portland, Maine and Morgan Stanley, San Rafael, California. I hold a BA from the University of Colorado, Boulder.Specialties: Retirement Income Planning, Young Professionals Financial Planning, IRA Rollovers, Divorce Financial Planning, Wealth Managment, Sustainable/ESG Investing, Small Business Retirement Plans

Education

• University of Colorado Boulder

  BA, Environmental Science

  1992 — 1995

Skills

• Wealth Management Services
• Wealth Preservation
• Retirement
• Strategic Financial Planning
• Wealth
• Asset Management
• Income Planning
• Financial Advisory
• Ira's
• Sustainable Investments
• Wealth Management
• Esg Investing
• Retirement Income Strategies
• Divorce Planning
• Retirement Plans
• Management
• Divorce
• Fiduciary
• Finance
• Financial Planning
• Retirement Planning
• Financial Services
• Estate Planning
• Divorce Financial Planning
• Registered Investment Advisor