With more than 33 years of experience in the financial industry, Teri has been a senior registered client service associate working with financial advisor Loren Lucas for the past 22 years in St. Augustine.

Before coming to Raymond James, Teri was a trust officer, operations manager and registered sales assistant for Bank of America Investments.

Teri holds Series 7 and 63 licenses, along with a notary designation for the state of Florida. Providing excellent client service and building relationships are top priorities for her.

In her time away from the office, Teri enjoys watching college sports and boating with her family.

Q & A: Personally Speaking

• Q. What is your favorite kind of trip? Why?
• A. Cabin in the mountains near a lake: total relaxation.
• Q. What are your must-have travel items?
• A. Camera, comfortable shoes, hoodie.
• Q. How do you spend your time outside of the office?
• A. Attending sporting events and boating with family.
• Q. If you weren’t doing what you do today, what other job would you have?
• A. Working with animals.
• Q. What’s the one thing that might surprise others about you?
• A. I was an Arthur Murray dance instructor.
• Q. If you could spend a week anywhere in the world, where would it be?
• A. Alaska!
• Q. What’s the one thing you couldn’t live without?
• A. Family.
• Q. How do you define success?
• A. Achieving a dream or objective through planned goals.