Julie W. Terry, CFP

Julie W. Terry, CFP Financial Advisor at Ameriprise Financial Services, Inc. This focus is designed to help you reach your goals, giving you greater confidence. The choice is yours.

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. Whether you're looking for investment strategies, retirement income, funding for your child's e

ducation, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. Areas of Focus:

Retirement Planning Strategies
Insurance
Cash Flow Management Strategies

I am licensed and registered to conduct business in TN. Based on licenses and registrations I hold, I may also conduct business in FL, AK, IN, MO, IL, TX, GA, AR, NC, MS, NV. AR Insurance #2806806

Working Together






Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs


What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

03/16/2018

Photo: Celtic Crossing With all the great things going on in the 901 these days, have you ever been overwhelmed with choices? Well, you’re in…

Yesterday’s release of the February consumer price report has assuaged investor fears over inflation for the time being.
03/15/2018

Yesterday’s release of the February consumer price report has assuaged investor fears over inflation for the time being.

The great U.S. inflation scare of 2018 may be over -- for now.

03/14/2018

Photo: Beale Street Association Saint Paddy's Day is just around the corner and Memphis has plenty of ways to celebrate. Friday, March 16th -…

College costs can be overwhelming, but formulating a savings strategy can help. Here are some tips to consider, even if ...
03/13/2018

College costs can be overwhelming, but formulating a savings strategy can help. Here are some tips to consider, even if you think you’ve waited too long.

When it comes to saving for college, think about how much you can save without jeopardizing your retirement.

All eyes are on U.S. and global markets today following the resignation of Gary Cohn, President Trump’s chief economic a...
03/11/2018

All eyes are on U.S. and global markets today following the resignation of Gary Cohn, President Trump’s chief economic adviser. I am monitoring the situation, and you can contact me if you have questions or concerns.

U.S. stocks erased deep losses to end the day mixed as White House officials left open the possibility that President Donald Trump’s tariff proposals will spare neighbors from the most severe penalties. The dollar and Treasuries erased gains.

03/11/2018

Spring forward! Daylight Savings Time begins March 11. Remember to adjust your clocks.

Markets rebounded a bit to end slightly lower today as investors react to changing U.S. trade policy.
03/10/2018

Markets rebounded a bit to end slightly lower today as investors react to changing U.S. trade policy.

The S&P 500 ended slightly lower after Wednesday's volatile session as investors struggled to get a read on U.S. trade policy after President Donald Trump promised hefty import tariffs but then said Mexico and Canada could be exempt.

03/09/2018

Photo: Dixon Gallery and Gardens With all the great things going on in the 901 these days, have you ever been overwhelmed with choices? Well,…

03/07/2018

Photo: Cookies on Tap The 4th Annual Cookies on Tap returns to High Cotton Brewing Co on March 29th. Guests will be able to enjoy four tasty…

03/06/2018

Markets begin to stabilize as some investors consider tariff threat overstated.

U.S. stocks pared losses, Treasuries trimmed gains as investors weighed whether President Donald Trump’s tough tariff talk would translate into severe protectionist policies.

03/03/2018

The Orpheum Memphis has announced their 2018-2019 Broadway season, including Hamilton's first appearance in Memphis set for July 2019. Love Never Dies - September 4-9, 2018…

03/02/2018

Photo: Amanda Hill With all the great things going on in the 901 these days, have you ever been overwhelmed with choices? Well, you’re in…

Address

Memphis, TN

Telephone

+19013125065

Website

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