Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Ripley, WV
Morgan Stanley
Institution
Terri Brown is a financial advisor with Morgan Stanley in Ripley, West Virginia, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Merrill and JP Morgan Chase. Outside of her financial advisory role, she is involved as an employee with Handshake AI, a technology company focused on AI tutoring. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial plans.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Ripley, WV
Ripley WV
Advisors at this office
1
Maryland · West Virginia
7 years of industry experience
Morgan Stanley
2022 - Present • 4 years
Baltimore, MD
Merrill
2017 - 2021 • 4 years
Hunt Valley, MD
Giant food Stores
2017 - 2017 • 1 year
West Grove, PA
Unemployed
2017 - 2017 • 1 year
Oxford, PA
JP Morgan Chase
2016 - 2017 • 1 year
Newark, DE
Unemployed
2016 - 2016 • 1 year
Oxford, PA
Equitable Advisors
2013 - 2013 • 1 year
PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Ripley, WV
Blackbear Capital, LLC
Maxwell Knapp is a financial advisor at Blackbear Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at United Bankshares Inc. from 2016 to 2020. Outside of his advisory role, Knapp is involved in several business ventures including co-ownership of a fitness and rehabilitation center, an apparel company, and a software demonstration business. Blackbear Capital provides investment management and financial consulting services to individual clients, charities, and governmental entities. The firm manages portfolios primarily through discretionary asset allocation and manager selection, serving a mix of high net worth individuals and public sector clients.
Series 66
Ripley, WV
Blackbear Capital, LLC
Jack Whitney is a financial advisor at Blackbear Capital, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Blackbear Capital since 2020. Prior to that, he was with United Brokerage for three years and United Bank for one year. Blackbear Capital provides investment management and financial consulting services to individual clients, including high net worth individuals, as well as charities and governmental entities. The firm manages client portfolios using asset allocation, fundamental, quantitative, and qualitative analysis, primarily employing mutual funds, ETFs, and alternative strategies.
Series 66
Ripley, WV
Edward Jones
Michael Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for R&L Carriers for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.
Series 66
Ravenswood, WV
Edward Jones
Caleb Durst is a financial advisor with Edward Jones in Ravenswood, West Virginia, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of strategies through its SEC-registered advisory program and has approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.
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