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Terri Brown

Advisor at Morgan Stanley

Updated today

Location

Ripley, WV

Credentials

Series 66

Industry experience

6 years

About

Terri Brown is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Merrill from 2017 to 2021 and held positions at JP Morgan Chase and The Bank of New York Mellon. She is also involved with Handshake AI as an AI tutor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, delivering services primarily in an advisory capacity.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

Ripley, WV

Most active in

Maryland · West Virginia

Work history

Morgan Stanley

2022 - Present (4 years)

Merrill

2017 - 2021 (4 years)

Giant food Stores

2017 - 2017 (1 year)

Unemployed

2017 - 2017 (1 year)

JP Morgan Chase

2016 - 2017 (1 year)

Unemployed

2016 - 2016 (1 year)

Dominoes Pizza

2016 - 2016 (1 year)

Unemployed

2016 - 2016 (1 year)

The Bank of New York Mellon

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Maxwell K

Series 63, Series 65

Ripley, WV

Blackbear Capital, LLC

Maxwell Knapp is a financial advisor at Blackbear Capital, LLC with five years of industry experience. He previously worked at United Bankshares Inc. and Comvest Partners. Outside of his advisory role, he is involved in several business ventures including co-ownership of a fitness and rehabilitation center and an online software demonstration company. Blackbear Capital provides discretionary investment management and financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, managing portfolios with equities, fixed income, mutual funds, ETFs, and select alternative strategies.

Private / alternative investments Tax-loss harvesting Wealth management
user avatar

Jack W

Series 66

Ripley, WV

Blackbear Capital, LLC

Jack Whitney is a financial advisor with Blackbear Capital, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at United Brokerage, United Bank, and the State of West Virginia. Blackbear Capital provides discretionary investment management and ongoing financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, tailoring portfolios to client objectives and risk tolerance while maintaining relationships with state and municipal government clients.

Private / alternative investments Tax-loss harvesting Wealth management

Michael B

Series 66

Ripley, WV

Edward Jones

Michael Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for R&L Carriers for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive

Caleb D

Series 66

Ravenswood, WV

Edward Jones

Caleb Durst is a financial advisor with Edward Jones in Ravenswood, West Virginia, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of strategies through its SEC-registered advisory program and has approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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