Terri Ritchie

Terri Ritchie is Senior Vice President and Senior Prosperity Advisor at Suncoast Equity Management, based in Odessa, FL. She brings over 22 years of experience in the financial services industry, where she specializes in delivering advanced planning and wealth management strategies tailored for high-net-worth individuals and families. Her role focuses on providing sophisticated advice in retirement income, tax optimization, estate and trust planning, business succession, and charitable giving, particularly serving business owners, affluent women, and multi-generational clients.

Before joining Suncoast Equity Management in August 2019, Terri held key positions at Morgan Stanley as Vice President/Complex Business Service Officer, where she managed operations for the Virtual Advisor platform, and at Wells Fargo Advisors as a Client Service Associate. Her career began at Smith Barney in New York City, and she has held leadership roles in operations and compliance as well as wealth planning.

Terri holds a Bachelor of Science in Finance and Marketing, graduating with honors from the University of Florida. A Certified Financial Planner™ (CFP®), she also maintains her Series 65 license and is a Notary Public. Her commitment to holistic client service and financial literacy, combined with deep expertise in equity and retirement strategies, underscores her significant contributions to the wealth management sector.