Terri Brown
Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ripley, WV
Credentials
Series 66
Industry experience
6 years
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.
Based on Morgan Stanley
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
Ripley, WV
Maryland · West Virginia
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)
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Is active or affiliated with:
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Bank
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Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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