Terry Steele
Advisor at Merrill
Updated today
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.
About
Terry Steele is a Wealth Management Advisor with over 35 years of experience in the securities industry. He provides personalized wealth management strategies that incorporate Merrill Lynch’s global resources to help clients pursue their financial objectives. Terry’s expertise includes portfolio development, education planning, retirement planning, asset preservation strategies, and a variety of client focus areas such as college education planning, divorce transition planning, family wealth management strategies, and tax minimization.
Terry holds a Bachelor's Degree in Finance from the University of Dayton. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Terry integrates the discipline learned through martial arts into his client relationships, emphasizing the importance of building lasting connections to understand and support clients’ long-term goals. He is also committed to community involvement and spends time volunteering with local organizations.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement income strategy
Debt management
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Sharon M
CFP®, ChFC®, Series 66
Seneca, SC
Edward Jones
Sarah F
Series 66
Clemson, SC
Edward Jones
Justin B
Series 66
Seneca, SC
Edward Jones
Jonathan M
Series 66
Westminster, SC
Edward Jones
Robert P
Series 66
Seneca, SC
Fidelity
Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.
David S
CFP®, Series 63, Series 66
Seneca, SC
Edward Jones
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