Terrence Frederick

Background

About Terrence Frederick

Terrence has been in the financial services industry since 1996 and joined Merrill in 2009. His focus is on developing strategies and solutions for high-net-worth individuals, their families, and their businesses to help them meet their short- and long-term goals. The Frederick Group adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Recommended solutions will address risk tolerance, time horizon, liquidity needs, overall investment goals and the cost associated with a recommendation. Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, we are able to help you establish objectives, develop an appropriate strategy, and recommend solutions that draw upon the breadth and depth of Total Merrill™ to connect all the pieces of your financial life. The Frederick Group can conduct regular reviews with you to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business. Terrence Frederick is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Terrence is a 1987 graduate of University of Maryland