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John Terrion, a seasoned financial advisor with 26 years of experience, has made a significant move from Merrill Lynch to RBC Wealth Management, bringing with him a substantial $438 million in client assets. Terrion, who spent his entire career at Merrill Lynch since registering there in 1998, has joined RBC's Boulder, Colorado office as a managing director. In this new role, he is accompanied by support staff Meagan Belford.
John Terrion is known for his strong focus on risk management, carefully building portfolios that match his clients' goals, tax concerns, and plans for passing on their wealth. He’s excited about joining RBC Wealth Management, highlighting their "white-glove" services and the wide range of resources they offer, which he believes will greatly benefit his clients.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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