CoverProfile

Terry Davies

Vice President - Wealth Advisor - Portfolio Manager

Old Port Advisors

United States, Maine, Portland

About Me

Terry joined Old Port Advisors in December of 2005 as a Portfolio Manager. In his current role as Wealth Advisor, he has primary responsibility for his clients’ overall financial planning and portfolio management. Terry earned a Bachelor of Arts in Political Science from Lafayette College. He has been in the Financial Services profession for over 40 years and brings a wealth of experience. Prior to joining Old Port Advisors, Terry was Managing Director of Westport Capital Markets, managing their Portland office after relocating to Maine in 2000. He has previously served as an Officer at a New York Stock Exchange member firm and Senior Trader on Wall Street. He has also been a frequent con

View more

Profile Information

Vice President - Wealth Advisor - Portfolio Manager

Old Port Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Maine

United States

Aug 16, 2025

More profiles to browse

CR
Clifford Ryan
Senior Wealth Advisor
Profile Photo
Erica Bly
Portfolio Manager Associate, Chief Compliance Officer, Client Relationship Manager
TR
Tracy Rogers
Vice President, Senior Wealth Advisor, Portfolio Manager
LB
Lawrence Bowlan
Portfolio Manager, Wealth Advisor

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth