Warren Terry is a Partner at &Partners, where they focus on enhancing the advisor experience to empower financial advisors and strengthen client relationships. With 26 years in wealth management, Warren has previously held leadership roles at Wells Fargo Advisors, including Managing Director of the Advisor Platform, where they led technology development to improve the advisor-client relationship. Their career began at Merrill Lynch as a Financial Advisor, dedicated to holistic wealth management, after earning a Bachelor of Arts in Economics from The University of Georgia.
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