As a Senior Wealth Advisor of the firm, Terry serves as an Investment Advisor Representative
helping families and business owners manage their investments, providing investment advice and financial guidance.

Prior to joining Scala Capital, Terry has been and remains affiliated with Integral Wealth
Securities LLC as a Registered Representative. Terry has experience investing in most asset
classes including traditional and non-traditional investments such as hedge funds, private equity, and private credit along with all manner of packaged products that hold stocks, bonds, and cash.

Terry earned a B.A. from the University of Richmond, VA. He holds Series 7, 24, 63, 65 and 79
licenses from the Financial Industry Regulatory Authority, FINRA.