PROFESSIONAL PROFILE
Ms. Martinez has been in the financial services industry since 2006 and joined Merrill Lynch in 2010. Terrie is driven by a genuine desire to assist her clients in converting their financial assets to life experiences and legacies for their families and communities.
Terrie's approach to personal finance is consultative, objective and committed to service excellence. She takes the time to listen to and review your financial situation, preferences and goals. By articulating your personal values, such as assisting aging parents, guiding children to achieve their own goals, and/or supporting charitable causes, she is able to help you align these values with your investment and estate planning strategies.
For business owners, Ms. Martinez works through all stages of the business cycle by providing strategies for cash management, group benefit plans, short and long term financing and ultimately succession planning.
With select foundations, endowments, and nonprofits, Terrie helps to invest and grow planned gift assets and ensures donor satisfaction. These charitable institutions appreciate having the investment management, administration and reporting of their planned gifts supported by one of the world's financial service leaders and managers of planned gift assets.
In all aspects, Terrie leverages the extensive experience of Merrill Lynch Investment and Banking Specialists along with other professional advisors, such as accountants, attorneys, and business consultants. With this wealth of team expertise, planning strategies, and state-of-the-art technology, Terrie can customize client solutions designed to accurately reflect each client’s expectations.
Terrie received her Bachelors of Science from the University of Denver and holds a Series 6, 7, 63, and 66 registrations. She is a proud eighth-generation Colorado native and mom to three outstanding children. She is an active member in the Colorado Women's Vision Foundation, the Colorado Planned Giving Roundtable, the Association for Latino Professionals in Finance and Accounting (ALPFA), and the University of Denver Latino Alumni Association (DULAA). Terrie was also selected for the Circle of Latina Leadership, was listed in Who's Who Among Executives and Professionals (2010), and was recently nominated for the Colorado Women's Chamber ATHENA Award. At Merrill Lynch, Terrie is a key member of the Women’s Exchange Leadership Team.
Currently, Terrie serves on the board for the Hispanic Chamber Education Foundation whose mission is to promote educational achievement, economic advancement & leadership development in the Hispanic community. She was a previous board member for Mi Casa Resource Center, offering programs for adults and children focused on achieving professional, academic, and business success.
As a vigilant community advocate, Terrie volunteers for Habitat for Humanity, Junior Achievement, Goodwill Industries, and the Second Wind Fund. Terrie also takes time to mentor local Denver high-school and college students.