Teri Parker, CFP®

Financial Advisors

Teri is an institutional advisor based out of Riverside, CA.

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.