Terrence McCarthy
AVP Investment Executive
4200 E Beltline Ave Grand Rapids, MI 49525
Terrence is a seasoned investment management professional with over 20 years of experience in business development, strategic planning, and client relationship management. With a keen ability to build relationships, uncover needs and recommend solutions.
A large part of Terrence’s role is helping his clients build a plan for the financial lifestyle they envision and desire to have. He can do this by first getting to know his client’s unique situation, assessing the state of their current plan, and then making recommendations to better improve their financial strategy.
Terrence is a FINRA Series 6, 7, 63, and 65 licensed professional as well as Michigan Life and Health licenses. He provides a collaborative and ethical client experience in support of 7 bank branches throughout West Michigan.
Terrence is a resident of Grand Rapids, married to his wife Amber of 12 years and raising their three children, Carson, Beckett and Violet. Born and raised in the Boston area, and a proud graduate of Boston College, he enjoys traveling, especially to see family back east, an avid sports fan, and enjoying the wonderful Michigan summers with his wife and kids.