Terry L. Morris
A native of Chester County, Pennsylvania, Terry Morris attended
The Pennsylvania State University, where he earned a Bachelor
of Science degree in Business Administration. Following
graduation, he began his investment career working with clients
at brokerage firms and a bank in Pennsylvania and North
Carolina. Terry transitioned fully to discretionary investment
management when he accepted a position with Meridian Asset
Management in 1986 and subsequently led the Berks and Lehigh
county region’s portfolio management teams. Following
Meridian’s merger with CoreStates Bank, he became the Chief
Investment Officer of the personal trust and investment
management division.
In 1996, Terry joined the National Penn Bank subsidiary Investors
Trust Company in Wyomissing, PA, as Senior Equity Manager.
There, he designed, implemented, and led the management of
the firm’s proprietary equity investment strategies, most notably
LargeCap Equity and MidCap Equity, each of which earned
national recognition during his tenure. After National Penn was
acquired by BB&T in 2016, he continued with equity
management responsibilities as Director of Equity Management
for the bank’s Retirement and Institutional Services division.
Upon the merger of equals between BB&T and SunTrust, he
continued to manage the legacy LargeCap and MidCap equity
strategies for select personal clients as well as those of
Foundation and Endowment clients.
He brings his extensive experience and the core investment
principles that historically led to success to his new role at
Dakota Wealth Management, following its acquisition of
Lindenwold Advisors, Inc. Terry is an affiliate member of the CFA
Society and the Financial Analysts of Philadelphia as well as the
Chartered Market Technicians Association. He and his family
reside in Spring Township, Berks County, Pennsylvania.
