Terry Davis - American Financial Management Group | Philadelphia Financial Planner
Terry Staff American Financial Management Group

Terry Davis, Client Service & Securities Administration

Terry has been an essential member of the AFMG team since 2002. She supports Operations, Clients and Advisors cheerfully and efficiently. She has over 20 years experience in the financial services industry. Terry is responsible for processing account openings, transfers, and money moves.

Previously, Terry worked as a Client Associate supporting five financial consultants and was then promoted to Executive Assistant to the Regional VP and was responsible for all aspects of branch services for eight offices including recruiting, HR and finance.

Terry has been married for more than 40 years. She is oldest of 11 children and she and her family spend most summer weekends at the New Jersey shore.

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Blog

Please enjoy our latest thoughts on pertinent issues. Remember there are no “one-size –fits-all” solutions when it comes to money.

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