Terry Barnes Grambo
Terry Barnes Grambo is an Investment Adviser Representative with Cetera Advisor Networks LLC. She is also a licensed life and health agent. She entered the financial services industry in 1994, fulfilling a longtime childhood dream to study the stock market and help friends and family.
Understanding your options in the stock and bond markets and pursuing financial security for today’s world can be challenging.
The financial industry is ever changing and knowing the answers and how those changes will affect you, the investor, is her objective. With the tools and assets available through Cetera Advisor Networks she can work with you to help meet your goals. Developing a well rounded financial portfolio can benefit both individual and family goals. Working with the client, her practice emphasizes on a full spectrum of financial choices with a complete menu of investment products available.
Terry believes asset allocation, diversification, and value investing provide the foundation for successful investment plans. Risk management, long term tax strategies and estate planning must be taken into account to establish an individual managed portfolio.
Mission statement: To make sure that the winds of time & change will take YOU to where you want to go.
Cetera Advisor NetworksLLC , member FINRA/SIPC, is a full service broker/dealer and Registered Investment Advisor, providing financial planning, investment advice and brokerage services. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. A diversified portfolio does not assure a profit or protect against loss in a declining market.