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Our financial advice team


Julie W Terry, Private Wealth Advisor serving the Cordova, TN area - Ameriprise Advisors

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
GuidingPoint Financial Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Interests

  • I have two children, Brooke and Benjamin.
  • I have completed a half marathon, and plan to complete more.
  • I referree basketball, LaCrosse and softball in the Memphis area.
  • I have two cats and a dog that think they own the house.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016
  • Ameriprise Circle of Success, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Financial Planner

Education

  • Christian Brothers University, BA Accounting, 1984

Professional associations

  • Financial Planning Association of the Mid South
  • AICPA

Community participation

  • I am a member of the Memphis Civitans.
  • The mission of Civitan worldwide is to build good citizenship by providing a volunteer organization of clubs dedicated to serving individual and community needs with an emphasis on helping people with developmental disabilities.
  • As a group, we work with local organizations focused on helping families that have children with disabilities.