Terril & Company

William Newbold is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, Newbold serves as a trustee and board chairman for Our Little Haven, an organization providing care for abused and neglected children. Terril & Company offers discretionary investment management and consulting services to individuals, pension plans, trusts, and other entities. The firm employs a primarily fundamental analysis–based investment approach, incorporates selective quantitative models, and invests across a diverse range of asset classes, including derivatives and alternative instruments.

Patricia Warner is a financial advisor at Terril & Company with nine years of industry experience. She holds the Series 65 designation and is based in Saint Louis, MO. Terril & Company is a six-advisor team that provides discretionary investment management and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and other entities. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, managing portfolios with a long-term perspective and a broad range of investment types, including derivatives and alternative assets.

John Terril is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Terril Brothers, Inc. since 1980. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-based approach complemented by technical, cyclical, and quantitative methods, managing a broad range of investments including equities, debt, futures, private equity, real estate, and collectibles.

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

Russ Phillips is a financial advisor at Terril & Company with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Terril & Company provides discretionary investment management and consulting services to individuals, pension plans, trusts, and other entities. The firm employs a long-term, fundamental analysis approach supplemented by technical and quantitative methods, managing a diverse range of investments including equities, debt, futures, private equity, real estate, and collectibles.