My name is Bob Terry. Welcome to my Web site. As an AXA Advisors financial professional and active member of the Poughkeepsie, NY community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills over my 36 year career, I’ve regularly attended industry training and certification programs.
This includes completing the curriculum and passing the exams for the:
My academic achievements include:
My education and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives.
Working together, we’ll formulate a strategy to help you address your goals. Then, if it is appropriate, as a investment advisory representative (IAR) of AXA Advisors, LLC, and an agent of AXA Network, LLC, an affiliated insurance general agency, I can offer you a variety of financial products.
My lifetime professional achievements include:
Maintaining a strong sense of community and a solid professional foundation are very important to me.
My community activities and professional affiliations include:
Thanks for visiting.