Terri joined our team in October 2009, bringing with her more than 14 years of financial services, project management, and client support experience. Terri is responsible for providing day-to-day support to our municipal clients, including timely and accurate processing of financial transfers, wires, EFTs, and check services. She also provides broker administration support such as new account setup, account changes, and assisting with monthly and quarterly accounting reports.

Terri holds FINRA Series 6, 63, and 26 registrations, and is a graduate of Worcester State College with a bachelor's degree in Business Administration . Terri lives in Northboro with her husband and daughter and is a member of the Northboro Jr. Women's Club.

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