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Bill Terrill, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Bill Terrill

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Wealth Strategy Partners
24
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

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Health Insurance License

Education

  • Bachelor of Science in Economics and Business at the University of Oregon in Eugene, Oregon

Awards & recognition

  • Ameriprise Circle of Success, 2008-2022
  • Five Star Wealth Manager, 2017 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Forbes Best-in-State Wealth Advisors, 2022 - 2023
  • Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

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.

Community participation

Maitree PDX's Annual Fundraiser and Bill Terrill during his welcoming speech.
Maitree PDX's Annual Fundraiser and Bill Terrill during his welcoming speech.

As a volunteer with Northwest Children's Outreach and coach for youth sports, I hope to enhance the lives of children in our community.

Interests

  • Skiing with my wife, Kate, and two daughters, Emily and Reece
  • Enjoy outdoor activities with family, especially camping.
  • Saltwater aquarium enthusiast.
  • Coaching youth soccer

Honored to be recognized in Forbes

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.