Empowering and transformational are two words that aptly describe Terry’s process in giving clients a sense of confidence around their investments and their future. As a successful IBM executive and professional dancer, the sense of being on stage has never left Terry O’Neill. With a precision derived from her international military upbringing and the rigor of a perfectionist athlete, Terry finds a meeting point for her sophisticated investment management style.
As the oldest of seven children living in Berlin, Washington DC and Alaska, the political landscape was always a part of her experience. Being in Washington taught her a lot about business while her love of dance informed her about staying the course through challenging times.
“The life of an advisor, a really good one, is a life of high visibility and accountability.”
Terry embraces this role with women, families, investors and foundations helping them find the same courage within themselves; allowing them to stay the course for long-term results.
Terry spends her free time with her husband, hiking the Marin outdoors, participating in the Armenian community, travel and enjoying Pilates. She has an active group of international friends and loves the process of cultivating and nurturing friendships.
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