Join BWISE for this informative event with Terri Jones, Financial Advisor at Merrill Lynch Wealth Management.
Terri Jones joined Merrill Lynch in 2016. She holds the Series 7 and Series 66 FINRA registrations. In addition she has her life and health insurance licenses, and is registered with the Nationwide Mortgage Licensing System & Registry (NMLS). She obtained her M.B.A. from the University of Baltimore and a B.S. degree in Chemical Engineering from the University of Delaware.
At Merrill Lynch, with access to Bank of America's products and services, Terri is committed to helping her clients prepare for the future. Whether their priorities are taking care of aging parents, saving for retirement, generating funds for a college education, or starting a business, she can help prioritize and attain your goals. She uses quality investments to meet these goals, and makes the process less cumbersome and confusing by using a focused, easy approach.
In her spare time, Terri enjoys running marathons, riding her motorcycle, and reading. Terri, her husband and her dog, Funyun, live in Baltimore, Maryland.