• Priscilla Terrell

    Client Service Associate

Priscilla Terrell Joined Sinclair Wealth Management Group in January of 2017. Priscilla has worked in financial services since 2007. She began her career with Bank of America and continued on to Merrill Lynch where she worked as a client service associate. Her operations experience with Raymond James and prior industry experience will contribute to her role as a client service associate on the team.

Priscilla uses the skills acquired in her tenure to anticipate client needs and build relationships to help clients meet their financial goals. She is available to assist clients with all aspects of account service including providing account values, opening new accounts, processing asset transfers, issuing checks, and answering questions regarding historical activity or online access.

Priscilla received her Liberal Arts Degree from Northwestern Michigan College in Traverse City, MI and currently holds her Life and Health Insurance License. Priscilla is currently focused on attaining her Series 7 securities registration.

Priscilla lives in Detroit, MI and enjoys spending time in Northern Michigan.