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Senior Planned Giving Strategist

Terrance served as an Associate Relationship Manager at PNC Wealth Management. There he was the primary contact for the delivery of all Wealth Management services for clients with assets under management valued between $1MM and $20MM.  While in this role, Terrance worked closely with a seasoned team to develop, implement, and execute strategies to help high net worth clientele and their families achieve their financial goals.  He led key collaborative efforts with his colleagues in the areas of investment management, financial planning, trust and estate administration, and banking to provide completely customized advice and solutions to each client. Prior to joining PNC Wealth Management, He worked for JPMorgan Chase & Co. as a personal banker.  He also, gained experience as an analyst at Bridgeway Capital Management, a buy-side investment firm. 

 

Following his time at Bridgeway, Terrance served clients as a junior advisor on a team at AXA Advisors. Terrance holds several professional licenses including the Series 7, 63, and 66. He graduated with honors from Hampton University earning a Bachelor of Science Degree in Finance. Terrance is inspired by his experience growing-up in the impoverished Greater Fifth Ward of Houston, TX. Terrance’s ambition and charitable spirit made him an outlier in his neighborhood. He is a benefactor of community-based career development organizations. As a result, he feels that he has a moral obligation to give back. Terrance is personally vested in and a strong advocate for philanthropy—he participates in various civic service activities. As alumnus of the program, Terrance has volunteered extensively with the Fifth Ward Enrichment Program in his hometown of Houston, TX.

 

In addition to being an active member in the Rotary Club of Washington DC serving on various committees, Terrance also serves as the Executive Director to Knocking Off Wall Street, Inc. Knocking Off Wall Street is a program that educates underprivileged youth on various aspects of finance, economics, and business etiquette to improve their socio-economic status.   Away from the office Terrance enjoys time experiencing the arts, music, paddle boarding on the Potomac, and movies of all genres.

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