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
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 designationthrough the American CollegeChartered Financial Consultant (ChFC) professional designationthrough the American CollegeFINRA securities registrations: Series 1, Series 7 and Series65My 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 1989Maintaining 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 ChapterMember, Central Hudson Valley Football Officials AssociationMember, International Association of Approved Basketball OfficialsThanks for visiting.