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Terri Smith is a Senior Client Associate with J.P. Morgan Wealth Management. As a Senior Client Associate, Terri assists our client’s with account processing, ongoing maintenance, checking account requests, along with building a professional relationship. Terri prides herself on facilitating the highest level of client satisfaction. With her experience in the financial industry she provides the team with exceptional operational support.
Terri graduated from Duff's Business Institute in Pittsburgh, Pennsylvania. She started in the industry in 1986 and joined J.P. Morgan in 2017. She holds FINRA Series 7 and 63 licenses.
Terri lives in Lake Worth with her husband Butch. They enjoy traveling, baking and spending time with their two daughters and their families.
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