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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

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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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