Terry received his BS from the University of Kentucky. He currently represents Bartlett on the board of REDI Cincinnati, is a past trustee for the Presbytery of Cincinnati, and is a past president of the Cincinnati Society of Financial Analysts.
Terry has been named a Five Star Wealth Manager for the past seven years. Terry joined Bartlett Wealth Management in 2001, and has 35 years of investment experience.
Terrence is a Wealth Advisor and a Principal at Bartlett Wealth Management. Terry provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions. Terry is a Chartered Financial Analyst.