PROFESSIONAL PROFILE
The Fetner Group consistently follows a wealth management process to help each client prepare for and navigate critical financial events. Through the course of a relationship we help clients create and grow wealth, protect and preserve wealth, and prepare for the distribution of wealth, both in life and at death. The comprehensive wealth management process evolves into addressing, monitoring, and reviewing all of the wealth management issues faced by the affluent client. The Fetner Group places utmost importance on service and client experience through a structured client contact system, which is designed for consistency and ease of communication on both ends.
The Fetner Group consists of:
Edward H. Fetner, III, CFP®, a certification awarded by the Certified Financial Planner Board of Standards, Inc.
Ted is a Vice President and Wealth Management Advisor, and he joined Merrill Lynch in 1983. In addition to a B.S. degree from The Citadel, Ted has an M.B.A. from the University of Utah. In the armed forces, he served as a U. S. Air Force pilot. Ted holds the Certified Financial Planner™ and Certified Financial Manager designations. He has managed Merrill Lynch offices in Hilton Head and Charleston.
Ted's service activities have included The Citadel Alumni Association, MUSC Children's Hospital Fund, Rotary International, and U.S. Power Squadrons.
Ted and his wife, Debbi, have two children, Alissa and George.
Terrence R. Tobin, Jr. CFM
As a Financial Advisor, Terry specializes in investment research, liability management, retirement plans, and insurance and income investments. Terry joined Merrill Lynch in 2003. Prior to joining Merrill Lynch, Terry was with Deutsche Asset Management.
Terry received a B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill. Terry is an active boardmember of the Charitable Society of Charleston and the Charleston UNC Alumni Club. He is also active in Charleston Downtown Rotary Club-Breakfast and the Metro Exchange Club of Charleston.
Terry and his wife, Catherine, live in Mount Pleasant.
Ronda D. Cockcroft, CFM
Ronda is a Senior Associate, having joined Merrill Lynch in 1985. Her responsibilities include consumer banking, client services, and account documentation. Ronda holds the Certified Financial Manager designation.
Ronda graduated from Georgia College with a B.S. in History. Ronda is President of her local neighborhood association and active in the Girl Scouts and Blessed Sacrament Church.
Ronda and her husband, Charlie, have one daughter, Sarah.