Client Services Associate
Current
Aug 2024 - Present
AeroLeads people directory · profile
Emily Terry Email & Phone Number
Client Services Associate
at
Trimble Wealth Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
Kansas City, Missouri, United States
Company size
Who is Emily Terry? Overview
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Quick answer
Emily Terry is listed as Client Services Associate at Trimble Wealth Advisors, a company with 2 employees, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Emily Terry.
Emily Terry previously worked as Hospitality Event Staff at Boulevard Brewing Company and Accounts Payable Manager at Midwest Glass & Glazing, Llc.. Emily Terry holds Bachelor Of Science - Bs, Elementary Education And Teaching from Evangel University.
Company email context
Email format at Trimble Wealth Advisors
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Trimble Wealth Advisors
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Profile bio
About Emily Terry
Transitioning from teaching to the corporate world has been an exciting journey. My background in education has equipped me with strong time management, interpersonal skills, and critical thinking strategies. While I miss the humor and occasional sass of middle schoolers, I’m enjoying the opportunity to apply my skills in a new way.I recently accepted a position as a Client Service Associate with Trimble Wealth Advisors, working alongside Carson Partners. I’m looking forward to this new challenge and the chance to make a meaningful impact in this role.
Current workplace
Emily Terry's current company
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Trimble Wealth Advisors
5 roles
Emily Terry work experience
A career timeline built from the work history available for this profile.
Hospitality Event Staff
Accounts Payable Manager
May 2023 - Jul 2024
Team Member
Sep 2021 - Jul 2023
Middle School Mathematics Teacher
Urban Christian Academy
May 2019 - Mar 2023
1 education record
Emily Terry education
FAQ
Frequently asked questions about Emily Terry
Quick answers generated from the profile data available on this page.
What company does Emily Terry work for?
Emily Terry works for Trimble Wealth Advisors.
What is Emily Terry's role at Trimble Wealth Advisors?
Emily Terry is listed as Client Services Associate at Trimble Wealth Advisors.
Where is Emily Terry based?
Emily Terry is based in Kansas City, Missouri, United States while working with Trimble Wealth Advisors.
What companies has Emily Terry worked for?
Emily Terry has worked for Trimble Wealth Advisors, Boulevard Brewing Company, Midwest Glass & Glazing, Llc., Mclain'S Bakery + Market, and Urban Christian Academy.
Who are Emily Terry's colleagues at Trimble Wealth Advisors?
Emily Terry's colleagues at Trimble Wealth Advisors include Liz Trimble and Grant M. Trimble, Aif®, Cfp®, Cepa.
How can I contact Emily Terry?
You can use AeroLeads to view verified contact signals for Emily Terry at Trimble Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Emily Terry attend?
Emily Terry holds Bachelor Of Science - Bs, Elementary Education And Teaching from Evangel University.
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