Marty Terry

Long Term Care Specialist at ACSIA Partners

Marty Terry has over 30 years of experience in the financial services industry. Marty started their career as a Senior Trust Advisor at J.P. Morgan in 1986 and held that role for over 20 years. In 2007, Marty joined Wells Fargo Advisors as a Financial Advisor and worked there until 2011. Marty then joined CFD Investments as an Independent Financial Advisor in 2011, before moving to ACSIA Partners in 2012 as a Long Term Care Specialist. Marty's most recent position is as a Financial Advisor at TCU Investment Services, where they have been working since 2018.

Marty Terry earned a Bachelor of Science (B.S.) degree in Finance, General from Central Michigan University from 1975 to 1981. Marty continued their education at Wayne State University from 1981 to 1986, where they obtained a Master of Business Administration (M.B.A.) degree with a field of study in Finance, General.

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Timeline

  • Long Term Care Specialist

    March, 2012 - present