Terry Daniels, CFA | Executive Vice President

Duncker Streett Terry Daniels

Terry Daniels joined Duncker Streett in October 2023 as Executive Vice President. Terry comes to the firm with 26 years in the investment business. He began his career as a technology stock analyst at Edward Jones providing Buy/Hold/Sell opinions on the stocks of semiconductor and computer hardware companies, representing approximately $6.7 billion in client money. Most recently, Terry served as VP/Director of Investments with CNB Bank & Trust, N.A. In this role, Terry researched, evaluated and recommended securities for individuals and institutions, including 401k retirement plans. In addition, Terry was responsible for researching individual stocks and creating portfolios for individuals and institutions benchmarked against the S&P 500 TR Index. Terry’s skillset will complement the current team’s research capabilities for individual equity opportunities, expand our capacity to grow at a prudent pace, continue to provide quality service to our clients and establish a deeper bench. Terry is a graduate of Southern Illinois University – Edwardsville with a Bachelor in Physics and is a CFA charterholder.

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