William Terrill

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.

• 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.

• 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 

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
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