Financial Advisor Teri Derosa in Lake Havasu City, AZ

Teri Derosa

Financial Advisor

Ellish Wealth Management

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.7 / 5 rating based on 14 reviews
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Teri.Derosa@ampf.com

PHONE

928.505.2141

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

Retirement Planning Strategies
Investments
Investment Management
Insurance
Social Security Retirement Benefits
Saving for Education
Small Business
Wealth Preservation Strategies
Financial Strategies for LGBTQ Couples and Families
Business Retirement Plans

Finacial Advisor, Wells Fargo Advsiors, 11/2001-11/2011
Financial Advsiors. Waddell and Reed, 11/2011-4/2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

I was involved in Western Welcome and held a board position two years

Volunteered for the London Bridge Days parade

Enjoyed being the dugout mom for my daughters softball team

Member of the Day Breakers Lion club

Volunteered on the Committee for WAHS building fund campaign

Enjoy the outdoors running, biking,and swimming. I have completed many half marathons over the years. I have done a few triathlons also. Fitness is important to me

Spending time with my family any chance I get

Enjoy my two dogs and a cat. They are like my kids now that my daughter has graduated college and moved to Seattle.

1 albums

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Family

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Teri Derosa