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Terri has over 25 years’ experience in the financial services industry, and offers clients honest guidance and personalized service to help them implement custom financial strategies. She enjoys fostering relationships with the individuals she serves, and specializes in comprehensive financial planning for families, professionals and those in or nearing retirement. Terri gains an in-depth understanding of their concerns, needs and hopes for the future before mapping out a realistic path to pursue those objectives.
Terri has attained the prestigious CERTIFIED FINANCIAL PLANNER™ professional certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Before joining Raymond James, Terri had worked at Merrill Lynch since 1997. Prior to that she owned several retail stores in Bloomsburg. Terri graduated from Williamsport Area Community College.
Terri has long been an active member of her community, volunteering and supporting several local organizations. In her free time, she enjoys running, gardening and spending time at the beach with family and friends. She and her husband, Tom, have three adult children, and 7 grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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