St. Louis Office

St. Louis Office

Our Expert Team Make You To Reach Your Goal

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John “Joe” Terril
Founder and President
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David Carter
Senior Portfolio Manager
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Tricia Warner
Operations Manager
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Brian Curtis
Chief Information Officer
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Russ Phillips
Senior Research Analyst
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Kristin Wood
Client Fulfillment
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Rick Franklin
Research Analyst
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Bill Newbold
Senior Research Analyst
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Laura Roy
Office Administration
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Abby Carter
Administrative Assistant
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Nicole Williams
Portfolio Assistant
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John " Joe " Terril

John “Joe” Terril founded Terril & Co. in 1979. The independent wealth management firm currently oversees more than $725 million in trust, retirement plan, IRA and individual assets for clients in 30+ states. It also serves as an investment sub-advisor to the trust departments of banks, where it manages the portfolios of their high net worth clients.

Terril’s ability to clearly communicate investment themes and penetrating analysis of national and international business trends makes him a frequent contributor to local and national financial media. Credits include the St. Louis Business Journal, the St. Louis Post-Dispatch, the Wall Street Journal, Barron’s, USA Today, the Wall Street Transcript, Fox Business News, Reuters and the Associated Press.

Terril began his career in 1976 as an institutional account executive with a well-known Wall Street firm.

He holds a bachelor’s degree in economics with a minor in finance from the University of Illinois in Springfield.