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Meet Robert

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Robert W. Terry, CLU, ChFC

Financial Consultant

(845) 473-1466

My name is Bob Terry. Welcome to my Website. As a financial professional since 1978 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, I regularly attended industry training and certification programs.

This includes completing the curriculum and passing the exams for the:

Chartered Life Underwriter (CLU) professional designation
through the American College
Chartered Financial Consultant (ChFC) professional designation
through the American College
FINRA securities registrations: Series 1, Series 7 and Series
My academic achievements include:

A Bachelors of Arts Degree in Psychology from the Central Connecticut State University .
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 Equitable Advisors, and an agent of Equitable Network, LLC, an affiliated insurance general agency, I can offer you a variety of financial products.

My lifetime professional achievements include:

2014 Lifetime Achievement, "Silver Medal of Honor"
2004 "Distinguished Service Award"
Million Dollar Round Table (MDRT) – Life Member, “Honor Roll”, Member, "Quarter Century Club"
Member of presitgious “Hall of Fame” since 1989
Maintaining a strong sense of community and a solid professional foundation are very important to me.

My community activities and professional affiliations include:

Past President of Society of Financial Service Professionals, Hudson Valley Chapter
Member, Central Hudson Valley Football Officials Association
Member, International Association of Approved Basketball Officials
Thanks for visiting.