Terry Davies

Terry Davies

Vice President - Wealth Advisor

Terry joined Old Port Advisors in December of 2005 as a Portfolio Manager. He has been involved in the financial services industry for over 35 years and brings a wealth of experience to Old Port Advisors from his time as an officer at a New York Stock Exchange member firm and experience as a senior trader on an institutional equity desk on Wall Street.

Terry has the unique Certified Divorce Financial Analyst (CDFA) designation and provides court-approved investment and financial advice to people going through divorce, often a more pleasant alternative for separating couples than going to court. He is a member of the Investment Policy Committee

Prior to joining Old Port Advisors, Terry was a Managing Director of Westport Capital Markets, a registered investment advisory firm and ran their Portland office after relocating to Maine in 2000. He frequently contributes articles to newspapers covering a variety of investment topics. Terry serves on the boards of Preble Street and the Institute for Financial Literacy. He resides in Portland with his wife Jennifer and their four boys.

Alta Theme Javascript