Terance Takyi is a Senior Independent Wealth Manager at Wealth Navigators, where he advises high-net-worth families, individuals, and foundations on comprehensive, long-term wealth strategies. He brings nearly two decades of experience delivering tailored financial solutions with a focus on trust and estate planning, philanthropic giving, tax-efficient lending, and holistic asset management.
Prior to Wealth Navigators, Terance served as a Managing Director and Private Wealth Advisor at UBS Financial Services Inc., and before that as a Managing Director with First Republic Investment Management, where he specialized in advising ultra-high-net-worth clients. Earlier in his career, Terance held senior roles at JPMorgan as a Vice President managing personal assets for private clients, and at Goldman Sachs as a Private Client Advisor.
Terance’s leadership and professional impact have earned notable recognition, including being named a Black Enterprise 40 Under 40 honoree in 2023. Beyond his professional work, he is deeply committed to community service and global equity. He actively serves as a Board Member for Amref Health Africa, supporting initiatives to expand healthcare access across Africa, and is the co-lead of the MKA Primary School Mosaic Affinity Group, where he helps foster diversity and inclusion within the school community.
Outside of his professional and philanthropic endeavors, Terance is a husband and father of two children, ages 9 and 6. Family, integrity, and long-term stewardship are central to both his personal values and his approach to advising clients.
Terance holds the Series 7 and Series 66 licenses and previously held the Series 3 and Series 63 licenses. He earned a Bachelor’s degree in Economics from the University of North Carolina at Greensboro and an MBA from the UNC Kenan-Flagler Business School. He is also a graduate of the Executive IQ Program through the Money Management Institute.
Licenses: Series 66, Series 71
1 Registration with LPL Financial