Advisor photo for Terry Lee Smallwood

Terry Lee Smallwood

CRPC

Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

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

Focusing on the big picture

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, I will help you prioritize what's important today, while planning for a more confident financial future. I'm proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? I'm happy to meet for a complimentary initial consultation.

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Featured insights

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Manage your cash reserve

Cash is important in today’s environment and using it strategically may help you feel more confident in achieving your financial goals. Learn more today.