Grey Terry CFP® | Managing Director, Partner

With over 18 years of experience in the Financial Services industry, Grey partners with his clients to help them achieve their financial goals. He engages his clients to formulate priorities and take the necessary steps, in the short, and long term, to realize their financial needs. A planner by nature, he believes planning and honest financial conversations are paramount to client success.

Grey began his career in Financial Services in California with Morgan Stanley Smith Barney. Upon relocating to Maine, Grey joined Merrill Lynch in Portland. He joined Hightower in 2010. He earned his Certified Financial Planner® (CFP®) designation from New York University.

Grey is a graduate of the University of Colorado, Boulder, and is an avid outdoor enthusiast. He currently resides in Cape Elizabeth with his wife, daughter and two dogs.

Fun Fact: Grey was a rafting and fishing guide in Colorado during summer breaks in college.

Grey@whitepinewm.com