Terry 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.

For more than 20 years, Terry enjoyed a record of compelling performance results versus benchmark while demonstrating below market risk measures.  He brings his extensive experience and the core investment principals that historically led to success to his new role at 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.