Terri Propp, Cfp(R)

Terri Propp, Cfp(R) Email and Phone Number

Senior Wealth Advisor @ Global Wealth Strategies & Associates - GWS&A
Denver, CO, US
Terri Propp, Cfp(R)'s Location
Denver, Colorado, United States, United States
Terri Propp, Cfp(R)'s Contact Details

Terri Propp, Cfp(R) personal email

n/a

Terri Propp, Cfp(R) phone numbers

About Terri Propp, Cfp(R)

FINANCIAL PLANNING & WEALTH MANAGEMENT STRATEGIST11 years experience in Financial Services, Asset Management and Client Relationship Development• Financial Consulting and Investment Management that has produced an additional 25% of AUM in 1 year • Solutions-Oriented and Value Added Sales that Result in High Level of Client Retention and Satisfaction • Preparing Financial Forecasts / Investment Plans, Estate Plans, Insurance and Tax Returns and Quarterly Reports • Designing Integrated Tax Planning and Growth Strategies, Capital Preservation and Wealth Management Proposals • Leveraging Technology Systems for Financial Research, Web Access, Customer Relationship Management (CRM)Key Strengths:• Exemplify Core Values of Integrity, Honesty, Outstanding Work Ethic, Dedication, Discretion and Respect for Others• Well-Organized and Prepared, Attentive to Details in Presentations, Presiding at Client Meetings and Related Tasks• Focused on Quality Performance and Thrive in a Challenging, Client-Centered, Professional Team Environment• Additional Strengths in Marketing, Brand Development, Multiple Site / Office Management and Staff Supervision

Terri Propp, Cfp(R)'s Current Company Details
Global Wealth Strategies & Associates - GWS&A

Global Wealth Strategies & Associates - Gws&A

View
Senior Wealth Advisor
Denver, CO, US
Website:
gwsa.us
Employees:
14
Terri Propp, Cfp(R) Work Experience Details
  • Global Wealth Strategies & Associates - Gws&A
    Senior Wealth Advisor
    Global Wealth Strategies & Associates - Gws&A
    Denver, Co, Us
    View
  • Gill Capital Partners
    Wealth Management Advisor
    Gill Capital Partners Dec 2014 - Present
    Greater Denver Area
    View
  • Wagner Wealth Management
    Financial Planner
    Wagner Wealth Management Aug 2009 - Aug 2013
    Cherry Creek
    Led the firm’s efforts to improve its financial planning capabilities through aggressive client sourcing, referral and sales pipeline development, and unparalleled service quality in alignment with Wagner mission and core values. Leveraged knowledge of investment instruments and wealth preservation strategies to increase business. Contributed new business to existing AUM. Worked with banks and trust companies as their investment advisor in financial planning. Participated in compliance, risk assessment, investment systems analytics and policy administration.
    View
  • Wealth Legacy Institute
    Private Wealth Advisor
    Wealth Legacy Institute Mar 2003 - Aug 2009
    Cherry Creek
    Promoted twice from initial position as Receptionist to Paraplanner to Private Wealth Advisor. Facilitated the transition from a Broker / Dealer to independent entity with Schwab Institutional as Custodian. Participated in client and office meetings and handled follow-up to resolve client concerns, issues and ensure satisfaction. Reconciled daily account activity in Portfolio Center and downloaded to website. Backed up and secured all data, and maintained CRM through Junxure. Created Risk Assessment Questionnaire, 90-day Action Planning Map, Data Gathering Organizer, Compliance and Policy Manuals.

Terri Propp, Cfp(R) Skills

Investments Wealth Management Wealth Retirement Investment Advisory Financial Advisory Wealth Management Services Retirement Planning Estate Planning Strategic Financial Planning Pensions Mutual Funds Wealth Accumulation Mergers And Acquisitions Income Protection High Net Worth Individuals Financial Planners Series 65 401k Rollovers Investment Management Asset Allocation Investment Strategies Holistic Financial Planning Iras Personal Financial Planning Retirement Savings Uniform Combined State Law Retirement Plan Consulting Mergers Client Retention Financial Planning Financial Services

Terri Propp, Cfp(R) Education Details

Frequently Asked Questions about Terri Propp, Cfp(R)

What company does Terri Propp, Cfp(R) work for?

Terri Propp, Cfp(R) works for Global Wealth Strategies & Associates - Gws&a

What is Terri Propp, Cfp(R)'s role at the current company?

Terri Propp, Cfp(R)'s current role is Senior Wealth Advisor.

What is Terri Propp, Cfp(R)'s email address?

Terri Propp, Cfp(R)'s email address is te****@****opp.com

What is Terri Propp, Cfp(R)'s direct phone number?

Terri Propp, Cfp(R)'s direct phone number is +130329*****

What schools did Terri Propp, Cfp(R) attend?

Terri Propp, Cfp(R) attended Metropolitan State University Of Denver.

What are some of Terri Propp, Cfp(R)'s interests?

Terri Propp, Cfp(R) has interest in Children, Education.

What skills is Terri Propp, Cfp(R) known for?

Terri Propp, Cfp(R) has skills like Investments, Wealth Management, Wealth, Retirement, Investment Advisory, Financial Advisory, Wealth Management Services, Retirement Planning, Estate Planning, Strategic Financial Planning, Pensions, Mutual Funds.

Who are Terri Propp, Cfp(R)'s colleagues?

Terri Propp, Cfp(R)'s colleagues are Lisa Baez, Brianna Leslie, Christopher Clancy, Iaccp®, Sara Erpestad, Fpqp®, Terri Hinrichs, Morgan Cooper, Jackie Brobst.

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