As a financial advisor, I have this incredible opportunity to help people achieve a successful financial future. My clients appreciate my honesty, loyalty and determination to help them succeed. I take the time to truly listen to my clients and learn what's important to them.
With more than 20 years of experience, I am confident that I possess the knowledge and experience required to help my clients attain financial success.
My clients' ideas and values become the foundation of their custom strategies. Using an established process, I build personalized financial strategies designed to help achieve my clients' unique goals. Once the strategies are in place, I maintain regular communication with my clients to keep them on track. I am supported by my branch office administrator, Jody Graff, who is dedicated to providing exceptional client service.
I work with small business owners and retirees, helping them feel understood, informed, in control and secure. I also partner with multigenerational families to make a meaningful difference by helping them organize, build, protect and transfer wealth. For comprehensive service, I collaborate with clients' CPAs and attorneys. I am registered in multiple states and can serve clients and their loved ones beyond state borders.
I graduated cum laude from St. Ambrose University. I joined Edward Jones in 2000. To better serve my clients, I earned the Chartered Retirement Planning Counselor (CRPC®) professional designation, and I have Series 7 and 66 registrations and life and health insurance licenses.
I am a member and past president of Maquoketa Kiwanis, a board member of Friends of the Library Maquoketa and a member of the Chamber of Commerce.
I live in Maquoketa with my husband, Kevin. We have a daughter, Alyssa, a son, Mitchell, and one grandson, Ronan. I enjoy horseback riding, travelling and especially spending time with my family.
I look forward to talking to you about your financial goals. Call my office today!
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Horseback Riding
- Animal Rescue
Phone NumberTerri S Raymond at (563) 652-0600
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