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  2. TERRY ADAMI*, CLU

TERRY ADAMI*, CLU

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TERRY ADAMI, CLU
Senior Advisor

Terry began his financial service career over 44 years ago. He is a Bay Area native living in Alamo with his wife Michele. Terry is a member of Crow Canyon Country Club and "relaxes" with aerobic workouts and an occasional round of golf.  

Terry's is the proud father of 4 "gainfully" employed daughters and is known to his 4 grandchildren as "Pop".

Terry's goal is to improve his client's financial situation today to help them build a more secure tomorrow.  Maximizing financial and retirement plan strategies is the optimal way to allow families and businesses to remain in their own financial world!

Terry's personal philosophy is based on the idea that life is not a dress rehearsal, so we had better enjoy the moment because the future has a way of arriving unannounced.

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  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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