Work History
Edward Jones
Edward JonesOctober 2018 to Current
About Terrence
After an early career in engineering and construction management, including working overseas, I decided to give the financial world a try. It has been exciting, from trading a myriad of securities to institutional sales and trade recommendations. After four decades on Wall Street, my wife, Suzanne, and I moved from Connecticut to Paso Robles to be with our son, his wife and young daughters. Joining Edward Jones has been a rewarding experience, working with families and businesses to help them reach their goals and dreams.
Listening to clients as they express what their lives are about has provided insights to possible...
Listening to clients as they express what their lives are about has provided insights to possible...
Focus Areas
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- College Savings
- Insurance & Annuities
Work History
Edward Jones
Edward JonesOctober 2018 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
New York University
New York UniversityMaster of Engineering
Education
New York University
New York UniversityMaster of Engineering
Personal Interests
- Tennis
- Pickleball
- Golfing
- Technology
- Active Lifestyle
Team Members
Jon MansonBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(805) 226-8225Fax
(888) 734-3855Office Address
1046 Vine StreetPaso Robles, CA 93446
Location
Paso RoblesFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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