Terry Webb

Background

About Terry Webb

I have spent thirty three years in the financial services industry working with institutional and private clients in the US and worldwide. This has given me invaluable exposure to diverse financial market conditions, investment vehicles and financial analysis. I began my career with Merrill Lynch in Toronto in 1987 working on the institutional equity side of the business. In 1991, I was promoted to New York, and then, through a combination of determination and planning, was able to transition to living full time in the Berkshires in where I have spent the last 20 years building a private client practice, known as the Webb Wealth Management Group|RBC Wealth Management. Through experience and proven results, I have earned the titles of Senior Vice President - Private Client Group, and Senior Portfolio Manager - Portfolio Focus. I am also a member of the RBC Chairman's Council, and have been in each of the last 8 years. I hold the following financial industry licenses: Series 7, 9, 10, 63 and 65/66. I graduated from the University of Toronto with majors in History and Political Science and a minor in English. I am delighted to call the Berkshires home, and am committed to giving back to our community through support of local organizations, including service on non-profit boards and local committees. Outside of work, I can often be found on the ski hill, the golf course, spending time with my horses, or on the back of my favorite John Deere tractor.