Terri Steffner

A 29-year veteran of the financial services and software industries, Terri brings fresh perspective to her role as practice business manager. She provides support in a variety of areas but specializes in client education through social media, webinars and in person classes, empowering clients by providing the knowledge to make sound financial decisions and navigate the technology Raymond James offers. She also leads and creates seminars focused on youth financial literacy, tailored to specific age groups, to help clients in their mission to transfer wealth responsibly. Her background in technology and education offers a new dimension to the client experience.

A registered associate, Terri also assists with planning, strategy and stewardship responsibilities for institutions, including nonprofits, endowments and foundations. Dedicated and compassionate, she uses her relationship-building skills and experience supporting institutions to deliver responsive service.

Beyond this she partners with organizations to assist with some of the most important decisions of their life; longevity planning. She believes it is more important than ever to have a plan for your finances, your health, and your legacy beyond so that you not only live longer but live better. Navigating Insurance, long term care, health insurance options, Medicare, Social Security, are critical to your larger financial picture.

Terri joined Raymond James in 2015 and lives by its Service 1st^SM philosophy. Prior to that, her financial services career at Morgan Stanley spanned many roles, beginning as a registered service associate, a technology education trainer during the largest financial service software deployment in the industry, a technical writer and finally as group director for a team at Morgan Stanley. She is a Registered Corporate Coach^™.

In her free time, Terri volunteers for various charities and youth programs and a member of the Raymond James Diversity & Inclusion Committee, Encore Inclusion Network where she served as a panelist to discuss “Working in a Multi-Generational Workforce” video series.

A Minnesota native, Terri now lives between Napa and Beverly Hills, California, with her husband, Ted. They have three adult children: Ryan, Joey and Dani. Ted and Terri are the proud grandparents of three granddaughters: Nora, Lainey and Kinsley and the newest addition grandson Easton.

Insurance License Number: 4192738