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Terrence McCreanor, Financial Advisor serving the Marco Island, FL area - Ameriprise Advisors

Terrence McCreanor

CRPC, APMA

Financial Advisor

Managing Director
Caxambas Financial Solutions Group
51
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 12 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 1 License
  • FINRA Series 63 License
  • FINRA Series 5 License
  • FINRA Series 8 License
  • FINRA Series 4 License
  • FINRA Series 12 License

Education

  • Miami University - BS in Accounting

Community participation

Having grandchildren on Marco Island, Terry became and advocate for the Marco Island Academy, a public charter high school. He realizes the importance of a neighborhood school for our children and the positive impact it can have on the surrounding environment and the community. The STEM Program (Science, Technology, Engineering, Math) offered by the academy was an additional positive.

Interests

Terry has a passion for golf and is an avid collector and player of hickory shafted golf clubs. He has spread his enthusiasm for hickory golf and the traditions of the game locally through The First Tee Program. He is a former trustee of The First Tee and sponsors numerous events for adults and students using the clubs made famous by the likes of Gene Sarazen, Bobby Jones and Walter Hagen.

He is a member of the Golf Collectors Society and the Hickory Golf Association. He plays regular games at the Island Country Club and The Cliffs Valley in South Carolina.