3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
Teri joined CAPTRUST in 2014 and serves as a vice president and financial advisor, responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, corporate executives, and business owners. She is motivated by her loyal clients to exceed their expectations.
Prior to joining the firm, Teri served as managing director and partner at Beacon Pointe Wealth Advisors, and has been in the industry since 1990. When she is not in the office or with clients, Teri enjoys traveling, reading, and spending time with her family and friends.
3 weeks ago
In this edition of Investment Strategy, Sam Kirby of...
4 months ago
The third quarter of 2022 saw rising inflation and recession...
7 months ago
After three remarkable years of outsized returns in the stock...
10 months ago
Rising inflation, the specter of higher interest rates, and the...