Providing customized services

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for discerning clients

Mission Statement

My mission is to have a positive influence in my clients financial lives. To add value to my clients wealth by providing them with professional financial counsel through the use of asset allocation, cash management, retirement planning, tax planning, estate planning and risk management. To give my clients the opportunity to increase their performance and decrease their risk by offering them professional money managers. To always prepare my clients for personal or business economic changes. To always provide outstanding service. To offer any qualified client or prospect the opportunity to spend a day at Raymond James headquarters in St. Petersburg, Florida, at my expense, to meet with any department heads including the President.

Services Overview

Terry McCormick has provided exceptional service to his clients for 33 years and is a branch owner and manager with Raymond James Financial Services.

Terry is focused on coordinating investment management and personal financial planning for high-net-worth individuals, as well as investment strategies for institutions, businesses and qualified retirement plans.

To discuss how a managed and diversified portfolio of assets can be customized to fit your investment plan, contact Terry at the office for a no-obligation appointment at 866-249-3414 or local at 515-727-0956.