About Me
Terry Surrency is a Financial Advisor and member of the SPF Wealth Management Group at Morgan Stanley. Growing up, Terry knew he always wanted to make a positive impact on those he came across. During his time at University of Central Florida pursuing a degree in finance and business administration, Terry became fascinated with the concept of compounding interest and the value it holds. Working in the customer service industry, coupled with an acquired love of investing, Terry decided to pursue a career as a Financial Advisor.
Terry works diligently to understand his clients’ goals and objectives to create a unique, tailored plan to achieve those goals. Based on the individual needs of the client, Terry and his team will design an investment portfolio to meet the client’s risk tolerance and achieve the goals set out in the financial plan.
Outside of the office, Terry and his wife, Mya, are avid golfers and enjoy traveling. Additionally, Terry is an active member of the Jacksonville community, volunteering his time with the American Heart Association, St John’s County Port of the Storm, and the Kiwanis group of Fernandina Beach.
Securities Agent: MI, NV, TN, TX, WA, WI, VA, UT, SC, WY, OR, OK, NY, PA, NM, NJ, NH, NC, ME, MA, FL, CO, MD, AZ, LA, DC, IL, GA, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 813067