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
Terry Davies
Vice President - Wealth Advisor - Portfolio Manager
Old Port Advisors
United States, Maine, Portland
About Me
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
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