About Terri Ferri
Terri Ferri is Managing Director, Market Executive for the Soundview Market. The Market is one of the largest in the NY Metro area and includes seven offices: Purchase, Westchester, Greenwich, Stamford, Westport, Ridgefield, and Fairfield, overseeing $72 billion in client assets. She was promoted to Market Executive in February of 2020, after her exceptional performance as Branch Manager of the Purchase branch for over six years.
Terri graduated from Fordham University in the Bronx, New York where she received a BS in Finance. She began her career with Morgan Stanley Wealth Management and its predecessor firms in 1993 and has held various senior leadership positions throughout her tenure. She has also held various senior management roles at Citibank. During her time at Citibank, Terri was Business Head for Citi Private Client Bankers and Regional Sales Manager for the Westchester, Connecticut, and Bronx.
Terri’s experience in various roles throughout her career has instilled in her the belief that effective communication and relationship building are keys to fostering a culture that allows everyone to reach their maximum potential. This dedication to constant improvement and first class service has resulted in his leadership responsibilities growing considerably throughout her career.
Terri is passionate and committed to giving back to the community; one of the firm’s core values. She strives to instill these values within her complex by rallying her team to get involved with several charities. In 2019, the Purchase Branch was the recipient of the Branch Community Service Award. Equally important to her, diversity and inclusion have remained at the forefront of the culture within her complex. As a woman in the industry, she understands the challenges that are faced and aims to establish a work environment that is inclusive and provides opportunity to all employees. As a champion of women in the workforce, she was recognized as 2018 Morgan Stanley MAKER, a designation dedicated to identifying and celebrating women of accomplishment who are making difference in the lives of colleagues, clients and their communities.
Outside of work, Terri enjoys cooking and spending time with her family. Deeply rooted in her Italian heritage, she strives to pass her family traditions along to her 2 daughters, Arielle and Toni. Although a Bronx native, Terri now resides in Westchester with her husband Seth.
Securities Agent: MT, VT, SD, IL, IA, VA, PR, UT, VI, OK, WI, TN, OH, SC, OR, WA, WV, WY, ME, NM, MN, PA, TX, IN, RI, NY, NE, NC, ND, MI, MA, LA, MD, MS, NJ, NV, DC, KY, NH, KS, AL, AZ, CO, MO, FL, GA, DE, CA, CT, HI, AK, AR, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative