Advisor profile


My approach

Terry Sherrill - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Terry Sherrill - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Plan Distribution
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Financial Advisor for Stephen Westlake, Colin Grahl, and Bret Glover
  • Certified Financial Planner, CFP
  • Certified Funds Specialist, CFS
  • Bachelor of Science, Aerospace Engineering
  • 10+ Years of Financial Service Industry Experience
  • Performance Investment Selection and Due Dillegence
  • FINRA Series 7, Series 63, Series 65, Series 66

Education

  • University of Arizona BS, Aerospace Engineering, 1988

Interests

  • I enjoy trail riding and horse camping with my wife Wendy and friends.
  • I grow my own wine grapes and make homemade wine
  • I am a 2nd degree black belt in Taekwondo and compete across the country where I am a World Champion in Gumdo Sword.

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Awards & recognition

  • Five Star Wealth Manager, 2020

Professional associations

  • Financial Planning Association of Northern California

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.