Terri Propp, Cfp(R)
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Terri Propp, Cfp(R) Email & Phone Number

Senior Wealth Advisor at Global Wealth Strategies & Associates - GWS&A
Location: Denver, Colorado, United States 4 work roles 1 school
1 work email found @gwsa.us 2 phones found area 303 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@gwsa.us
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Global Wealth Strategies & Associates - GWS&A
Role
Senior Wealth Advisor
Location
Denver, Colorado, United States
Company size
14 employees

Who is Terri Propp, Cfp(R)? Overview

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Quick answer

Terri Propp, Cfp(R) is listed as Senior Wealth Advisor at Global Wealth Strategies & Associates - GWS&A, a with 14 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at gwsa.us, phone signal with area code 303, and a matched LinkedIn profile for Terri Propp, Cfp(R).

Terri Propp, Cfp(R) previously worked as Wealth Management Advisor at Gill Capital Partners and Financial Planner at Wagner Wealth Management. Terri Propp, Cfp(R) holds Bachelor Of Science (Bs), Finance And Financial Management Services from Metropolitan State University Of Denver.

Company email context

Email format at Global Wealth Strategies & Associates - GWS&A

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{first}@gwsa.us
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AeroLeads found 1 current-domain work email signal for Terri Propp, Cfp(R). Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Investments, Wealth Management, Wealth, Retirement, and 28 others.

Current workplace

Terri Propp, Cfp(R)'s current company

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Global Wealth Strategies & Associates - GWS&A
Global Wealth Strategies & Associates - Gws&A
Senior Wealth Advisor
Denver, CO, US
Website
gwsa.us
Employees
14
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Company profile
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4 roles

Terri Propp, Cfp(R) work experience

A career timeline built from the work history available for this profile.

Financial Planner

Wagner Wealth Management

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.

Aug 2009 - Aug 2013

Private Wealth Advisor

Wealth Legacy Institute

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.

Mar 2003 - Aug 2009
Team & coworkers

Colleagues at Global Wealth Strategies & Associates - GWS&A

Other employees you can reach at gwsa.us. View company contacts for 14 employees →

LB Lisa Baez Lisa Baez Colleague at Global Wealth Strategies & Associates - Gws&ALittleton, Colorado, United States View → MC Morgan Cooper Morgan Cooper Colleague at Global Wealth Strategies & Associates - Gws&ADenver Metropolitan Area, United States View → CC Christopher Clancy, Iaccp® Christopher Clancy, Iaccp® Colleague at Global Wealth Strategies & Associates - Gws&ADenver, Colorado, United States View → AW Adam Way, Cfp®, Aep®, Chfc®, Aif®, Clu®, Cltc® Adam Way, Cfp®, Aep®, Chfc®, Aif®, Clu®, Cltc® Colleague at Global Wealth Strategies & Associates - Gws&ADenver, Colorado, United States View → TH Terri Hinrichs Terri Hinrichs Colleague at Global Wealth Strategies & Associates - Gws&AWestminster, Colorado, United States View → BL Brianna Leslie Brianna Leslie Colleague at Global Wealth Strategies & Associates - Gws&ADenver, Colorado, United States View → SE Sara Erpestad, Fpqp® Sara Erpestad, Fpqp® Colleague at Global Wealth Strategies & Associates - Gws&ADenver, Colorado, United States View → JB Jackie Brobst Jackie Brobst Colleague at Global Wealth Strategies & Associates - Gws&AAtlanta, Georgia, United States View →
1 education record

Terri Propp, Cfp(R) education

FAQ

Frequently asked questions about Terri Propp, Cfp(R)

Quick answers generated from the profile data available on this page.

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 Global Wealth Strategies & Associates - GWS&A?

Terri Propp, Cfp(R) is listed as Senior Wealth Advisor at Global Wealth Strategies & Associates - GWS&A.

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

AeroLeads has found 1 work email signal at @gwsa.us for Terri Propp, Cfp(R) at Global Wealth Strategies & Associates - GWS&A.

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

AeroLeads has found 2 phone signal(s) with area code 303 for Terri Propp, Cfp(R) at Global Wealth Strategies & Associates - GWS&A.

Where is Terri Propp, Cfp(R) based?

Terri Propp, Cfp(R) is based in Denver, Colorado, United States while working with Global Wealth Strategies & Associates - GWS&A.

What companies has Terri Propp, Cfp(R) worked for?

Terri Propp, Cfp(R) has worked for Global Wealth Strategies & Associates - Gws&A, Gill Capital Partners, Wagner Wealth Management, and Wealth Legacy Institute.

Who are Terri Propp, Cfp(R)'s colleagues at Global Wealth Strategies & Associates - GWS&A?

Terri Propp, Cfp(R)'s colleagues at Global Wealth Strategies & Associates - GWS&A include Lisa Baez, Morgan Cooper, Christopher Clancy, Iaccp®, Adam Way, Cfp®, Aep®, Chfc®, Aif®, Clu®, Cltc®, and Terri Hinrichs.

How can I contact Terri Propp, Cfp(R)?

You can use AeroLeads to view verified contact signals for Terri Propp, Cfp(R) at Global Wealth Strategies & Associates - GWS&A, including work email, phone, and LinkedIn data when available.

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

Terri Propp, Cfp(R) holds Bachelor Of Science (Bs), Finance And Financial Management Services from Metropolitan State University Of Denver.

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

Terri Propp, Cfp(R) is listed with skills including Investments, Wealth Management, Wealth, Retirement, Investment Advisory, Financial Advisory, Wealth Management Services, and Retirement Planning.

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