Terry Sommerdyke
Role
Vice President – Investment Relationship Manager
About
I specialize in providing white-glove service to high-net-worth clients with a highly personalized and attentive approach to investment management. I am committed to delivering an unparalleled level of service and support.
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Terry has spent her entire professional career in Private Wealth Management, holding various leadership roles that have deepened her expertise in wealth management, equity compensation, and strategic financial planning. Most recently, she spent seven years as an Executive Relationship Manager at ETRADE/Morgan Stanley, specializing in equity compensation and providing personalized, premier service to C-suite executives of publicly traded companies. In this role, she guided high-net-worth individuals through complex financial decisions, crafting customized investment strategies, optimizing equity compensation plans, and delivering comprehensive wealth management solutions. Terry’s dedication to her clients has earned her a reputation as a trusted advisor who goes above and beyond to provide exceptional service and personalized guidance. Her ability to build lasting relationships, anticipate client needs, and navigate evolving market conditions has made her a sought-after professional in her field. Now, as part of Three Seasons Wealth, Terry continues to work closely with executives and families, delivering the same high-touch service that has defined her career. She is committed to developing tailored financial solutions that address each client’s unique goals, helping them manage their wealth with confidence. With a holistic approach that encompasses strategic investing, retirement, and estate planning, Terry ensures that every client’s long-term financial well-being remains the top priority.
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