The Terrio Group

Description

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors.

Melissa Baez is 36 years old and was born in Livingston, New Jersey. She has lived in Port Saint Lucie, Florida for over 25 years. She joined the United States Navy at the age of 20 and was stationed in Rota, Spain for five years. She visited many countries, including being deployed to Kuwait for one year as a Customs Border Agent. She is currently stationed at the Naval Reserve Operating Center in West Palm Beach, Florida. She lives with her significant other, Mark, and helps take care of his son Christopher. They have a great relationship.

Mike Richard was born and raised in Port Saint Lucie, Florida. He has experience in Banking, Finance, Tax and Accounting. He graduated from Indian River State College with an Associate’s degree in Accounting and is currently attending Florida Atlantic University pursuing his Bachelor’s Degree in Accounting. A future goal of his is to obtain his Master’s in Business Administration with a concentration in Accounting then obtaining his Certified Public Accountant Certificate. He is currently Insurance Licensed (FL 2-15) and is currently studying for his Series 65.

Welcome to The Terrio Group ! The Terrio Group is an Independent Registered Investment Advisor, overseeing and coordinating finances in Port St. Lucie and surrounding communities. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, the Terrio Group has a fiduciary duty to act in the best interests of their clients at all times.

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