Terri Ritchie, CFP®
Terri Ritchie joined Suncoast Equity Management (SEM) in August 2019. Terri has more than 16 years experience in the financial services industry, both in client-facing roles, as well as management. She most recently joins us from Morgan Stanley where she was a Vice President/Complex Business Service Officer and managed the operations department for Morgan Stanley’s Virtual Advisor platform. She also spent 6 years at Wells Fargo Advisors where she worked as a Client Service Associate. Terri worked closely with clients and adopted a holistic approach to investing.
Terri graduated, with honors, from the University of Florida with a Bachelor of Science in Finance and Marketing. Terri currently holds her Series 65 license. She is also a Notary Public.