ABOUT
ABOUT THE TERRIO GROUP
We Answer to People, Not Products
The Terrio Group offers comprehensive retirement income solutions that look at the individual person, rather than a product to place them in. For nearly 17 years, the boutique financial firm has provided financial planning, investment management, and other products as part of a holistic, process-driven solution, with no two alike.
The Terrio Group is comprised of financial advisors, consultants and experts who have a fiduciary obligation to act on behalf of the client. Families and businesses can visit the office in Stuart, or in St. Lucie West on the Treasure Coast.
MEET THE TERRIO GROUP EXECUTIVE TEAM
Michael Terrio
President
Michael Terrio is the founder and President of The Terrio Group. Michael believes that communication and interaction with his clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation.
Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for changing economic climate. Michael has been the keynote speaker for several educational events. He also speaks nationally for the armed forces at Yellow Ribbon Events. His goal is to help soldiers that are being deployed or returning from service to make sound financial decisions. He has been quoted in The Wall Street Journal and is often asked to share financial tips and advice at several local news stations. Michael enjoys spending time with his wife, Kaycee and their boys — Cash and Brady.
Morgan Neale
Vice President
Morgan Neale is the Vice President of Financial Planning at The Terrio Group. Morgan moved from Montana to Florida in 2024 with her husband and joined The Terrio Group shortly after. During her professional career in MT, she worked with a team who managed $9 billion in assets where she was taught the value of building relationships with others to help enrich every aspect of their life. Growing up in Montana, and being raised in agriculture and family businesses, Morgan provides a unique perspective on the compounding benefit of hard work, problem solving and versatility. By developing a relationship with her clients, Morgan creates customized plans that are tailored for their specific needs and assisting them in realizing their dreams and aspirations. Her mission is to educate and empower clients to live the life they dream of, with peace of mind knowing their financial goals are on track. Outside of work, Morgan enjoys spending time with her husband, Alex, and their corgi, Nessie.
Cassie Ottofaro
Director of Operations
Cassie Ottofaro is the Director of Marketing and Client Relations at The Terrio Group, an Independent Registered Investment Advisor group in Port St. Lucie, Stuart and surrounding communities. Included in her responsibility but not limited to are the company’s marketing programs, brand management and client relations and operations.
Cassie strives to deliver the best experience for the team and more importantly for the Clients, by always discovering new ways to improve she is ever evoloving in the business.
Prior to joining The Terrio Group, she has excelled in marketing, national B2B and B2C sales and strategic business development with companies in the Central Florida area. Cassie holds a bachelor’s degree from the University of Central Florida. She currently lives in Port St. Lucie with her husband and their fun loving dog. When not working, Cassie enjoys spending time with her family and friends, anything involved with being outside and tapping into her creative side.
