portrait of Terrence J Crowe
FINANCIAL ADVISOR
Accepting New Clients
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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...

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • New York UniversityMaster of Engineering

Personal Interests

  • Tennis
  • Pickleball
  • Golfing
  • Technology
  • Active Lifestyle

Team Members

  • Jon Manson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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