Terry Schurman

Terry Schurman


Fort Myers, Florida, United States

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Work Experience

Merrill Lynch Wealth Management

Wealth Management Advisor, First Vice President

2012-10-01 - Present

Wells Fargo Advisors LLC

Financial Advisor

2009-05-01 - 2012-10-01

Wachovia Securities, LLC

Registered Rep

2005-05-01 - 2012-10-01

Wachovia Securities, Inc.- ISG

Financial Advisor

2002-06-01 - 2005-05-01

First Union Securities, Inc - ISG

Financial Advisor

2000-10-01 - 2002-06-01

Merrill Lynch

Financial Advisor

1995-11-01 - 1998-11-01

M. D. Walsh & Co.

Financial Advisor

1994-12-01 - 1995-11-01

U.S. Navy

Naval Flight Officer (LT)

1987-11-01 - 1995-11-01

Skills

advice & planning investments banking retirement estate planning services credit & lending solutions for business financial advising financial services investing

Languages

English