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Terry Becker

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Terry Becker

Vice President, Financial Planning Officer | Rockland Trust

Boston, Massachusetts, United States

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Terry Becker

Summary

Terry Becker is a seasoned Certified Financial Planning Professional based in Massachusetts, currently serving as Vice President and Financial Planning Officer at Rockland Trust. With extensive experience in wealth management, Terry excels in goal-based financial planning, helping clients navigate complex areas such as estate planning, retirement, and risk management. His strong communication skills enable him to effectively gather essential client information, ensuring personalized service. Prior to his current role, he worked at Fiduciary Trust, collaborating with Investment Officers to provide financial projections to high net worth clients. Terry's background as a corporate trainer enhances his ability to present financial concepts clearly and compassionately. He holds an MBA from Babson College and a Financial Planning Certificate from Bryant University, showcasing his commitment to professional development in the financial services industry. Outside of work, Terry is passionate about educating clients on the importance of financial literacy and planning for the future.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Terry Becker

Work Experience

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Vice President, Financial Planning Officer at

Rockland Trust

April 2018 - Present

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Estate and Financial Planning Analyst at

Fiduciary Trust Company

October 2007 - April 2018

💼

Corporate Trainer/Database Developer at

Pricewaterhouse Cooperslotus Development Corporationself Employed

January 1987 - January 2002

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Terry Becker

Education

Bryant University Executive Development Center, Financial Planning Certificate

January 2013 - January 2015

Bryant University, B.S.

January 1977 - January 1981

Frequently Asked Questions about Terry Becker

What is Terry Becker email address?

Terry Becker's primary email address is ************@rocklandtrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Terry Becker work for?

Terry Becker is a Vice President, Financial Planning Officer at Rockland Trust, a company specializing in National commercial banks.

Where Terry Becker graduated from?

Terry Becker holds a degree in Financial Planning And Services from Bryant University Executive Development Center.

How can I directly contact Terry Becker?

To contact Terry Becker directly, you can use the email address ************@rocklandtrust.com. Complete contact information is available upon registration with Muraena.

Who is Terry Becker?

Terry Becker is a seasoned Certified Financial Planning Professional based in Massachusetts, currently serving as Vice President and Financial Planning Officer at Rockland Trust. With extensive experience in wealth management, Terry excels in goal-based financial planning, helping clients navigate complex areas such as estate planning, retirement, and risk management. His strong communication skills enable him to effectively gather essential client information, ensuring personalized service. Prior to his current role, he worked at Fiduciary Trust, collaborating with Investment Officers to provide financial projections to high net worth clients. Terry's background as a corporate trainer enhances his ability to present financial concepts clearly and compassionately. He holds an MBA from Babson College and a Financial Planning Certificate from Bryant University, showcasing his commitment to professional development in the financial services industry. Outside of work, Terry is passionate about educating clients on the importance of financial literacy and planning for the future.

Terry`s contact details

mail

************@rocklandtrust.com

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