Terry Marti


Senior Managing Member, FSG

Branch Manager, RJFS

TERRY.MARTI@RAYMONDJAMES.COM

 

Terry has been involved in the securities industry since 1978. He began his career with Howard, Weil, Labouisse & Friedrichs, Inc., a prominent Southern regional brokerage firm. Terry opened the Huntsville branch for Howard Weil in 1982 where he served as branch manager and vice president. After building the branch to profitability and employing eight brokers, Terry resigned his position when Howard, Weil was purchased by a large eastern brokerage firm. He joined Morgan Keegan & Company in 1989. There he continued to excel and provide outstanding service to his clients. In July of 2004, Terry left Morgan Keegan, forming Financial Strategies Group, LLC, an independent firm. Securities offered through Raymond James Financial Services, Inc.

Terry continues his pursuit of excellence and client satisfaction. His clientele includes high-net-worth individuals, business owners, successful professionals and people planning for retirement. His areas of investment experience include municipal bonds, preferred securities, rollover IRAs, stocks, estate planning and 401(k)s. Upon determining a client's specific financial goals and objectives, as well as assessing risk tolerance, he will develop a comprehensive strategy tailored to meet the client's individual needs. Through outstanding service and a reputation for professionalism and integrity, Terry has built a solid client base and expands his business through referrals from satisfied clients.

After serving two years in the United States Marine Corps, Terry pursued his bachelor's degree from Bowling Green State University with a major in finance. Terry and his wife, Kathy, reside in Huntsville and have three grown children and four grandchildren and one on the way.