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Terry Carey

Financial Services Representative, Investment Adviser Representative, CLU, CHFC, AEP
1305 Campus Parkway, Wall Township, NJ 07753

Terrence S. Carey has earned the professional designations of Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner from The American College. He is currently working toward his Master of Science in Financial Services. The knowledge gained in his thirty years of experience enables him to competently assist individuals to accumulate, conserve, and productively allocate and utilize assets in a suitable manner. His previous accounting experience, in both the public and private sector, has proven to be a valuable asset in meeting and understanding the needs of businesses, individuals, institutions and professionals. Providing valuable budgetary analysis to uncover more tax efficient processes to create meaningful benefits to clients is a service provided to help goals become reality.

Terry has distinguished himself as a leader in the industry, achieving many quality and production awards.  Past president and active member of the Monmouth/Ocean Chapter Society of Financial Services Professionals,(SFSP), he remains active in the National Association of Insurance and Financial Associates(NAIFA), National Association of Health Underwriters, Estate Planning Council and various other professional, charitable and civic organizations.

A graduate Cum Laud from Niagara University with a BBA in Accounting, Terry believes in supporting his alma mater and visiting with classmates and alumni whenever the opportunity presents itself. “Life’s road has blessed me with Renee my wife, whom I cherish, along with six children that I love dearly; Ashley, Nicole, Katherine, Daniel, Tiffany and Ava. (Oh yeah…and a hyper GoldenDoodle named Ginger) Being a blended and spread out family has its challenges, but also gives me real life experience with what many of my friends and clients also face today. This has given me a keen awareness of the special strategies that may be necessary to employ in estate and financial services for similar family units.”

I am an avid golfer and frustrated music buff, (or maybe it’s the other way around?)Let’s get together soon, if only to play a round of golf or to have a social drink, (or two), while listening to some good music.