Financial Advisors

High Tower Advisors, LLC

Grey Terry is a financial advisor that works with retirees to help them create a risk adjusted financial roadmap for the future. As an advisor he believes it is paramount to have the client be comfortable with the planning and investment process. His team of 5 advisors consist of two Certified Financial Planners allowing him to utilize a customized planning process to guide the client in designing a plan that focuses on their specific future goals with a special focus on income planning and wealth transfer.

The team is part of the national registered independent advisory firm, High Tower Advisors. In today’s volatile financial markets Grey believes it is best for the client to have an independent view allowing him to put the client first. His approach is built around understanding the clients risk tolerance coupled with their desires and goals on both a short and long term basis. Grey utilizes this in depth knowledge to build a plan to help achieve the stated goals. Once the plan is established it is his job to stay focused on the client’s needs and adjust the portfolios to life and market changes.

For Grey the planning process is an opportunity to help people develop what he would call “good direction” both personally and professionally. Putting a plan in place allows the client to better understand the future and what it will take to achieve a comfortable retirement.

Contact Information:

Grey Terry, CRPC®
Simmons/Wilkes Investment Advisors
Financial Advisor

2 Monument Square, 7th Floor
Portland, ME 04101
Office: 207-420-8508
Fax: 207-420-8512