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William Terrill

An Ameriprise Platinum Financial Services® Practice
CFP®, Senior Financial Advisor
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(503) 892-1340

Portland, OR 97223
william.d.terrill@ampf.com

Contact Information


(503) 892-1340
10220 SW Greenburg Rd
Ste 111
Portland, OR 97223
TERRILL AND ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/william.d.terrill

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.


Interests

  • I enjoy mountain biking, fishing, and rugby.
  • Salt-water Aquarium, 280 gallons.
  • I am a member of the US National Six-touch Team.

Community Participation

As a volunteer with New Avenues for Youth and Rugby Oregon, I hope to improve the lives of young adults in our community. I am also a member of the Pacific Northwest Marine Aquarium Society, working to conserve and protect coral reefs.


Westside Alliance

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree

Professional Associations

  • APSNA Investment Committee Member

Areas of Focus

  • Employee Stock Options
  • Income Tax Planning Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education

License Information

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

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.