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(503) 892-1340
william.d.terrill@ampf.com
My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in OR.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, CO, FL, ID, WA, WI.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- Employee Stock Options
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Office hours
- Monday: 8:00 p.m. - 6:00 p.m.
- Tuesday: 8:00 p.m. - 6:00 p.m.
- Wednesday: 8:00 a.m. - 6:00 p.m.
- Thursday: 8:00 a.m. - 5:00 p.m.
- Friday: 8:00 p.m. - 5:00 p.m.
- Saturday: By Appointment
- Sunday: Closed
The Team
Jeremy Lee
Paraplanner
jeremy.j.lee@ampf.com
10220 SW Greenburg Rd
Ste 111
Portland, OR 97223
Phone: 503-892-1340 ext. 113
Fax: 503-892-1351
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Tracy Tiderman
tracy.j.tiderman@ampf.com
10220 SW Greenburg Rd
Ste 111
Portland, OR 97223
Phone: 503-892-1340 ext. 108
Fax: 503-892-1351
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