Terril & Company

William Newbold is a financial advisor at Terril & Company with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and JPMorgan Chase Bank, N.A. He serves as a trustee and board chairman of Our Little Haven, a nonprofit providing care for abused and neglected children. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension plans, trusts, and other entities. The firm emphasizes fundamental analysis and long-term holdings, employing a concentrated portfolio approach with both discretionary management and occasional consulting.

Patricia Warner is a financial advisor at Terril & Company with nine years of industry experience. She holds the Series 65 designation and is based in Saint Louis, MO. Terril & Company is a six-advisor team that provides discretionary investment management and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and other entities. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, managing portfolios with a long-term perspective and a broad range of investment types, including derivatives and alternative assets.

John Terril is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings, uses quantitative models for different risk profiles, and employs a concentrated portfolio approach with occasional use of derivatives and nontraditional investments.

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

Russ Phillips is a financial advisor at Terril & Company with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank prior to joining Terril & Company in 2023. Terril & Company is an SEC-registered investment adviser managing approximately $988 million in discretionary assets for individuals, pension plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis, a long-term holding horizon, and employs quantitative asset-selection models, offering a concentrated portfolio approach that includes the use of derivatives and a range of traditional and nontraditional investments.