Terri Propp Email & Phone Number
Senior Wealth Advisor @ Global Wealth Strategies & Associates - GWS&A
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Terri Propp Location
- Denver, CO, US
Terri Propp Work
- 2025 -now Senior Wealth Advisor @
- 2014 -2025 Wealth Management Advisor @
- 2009 -2013 Private Wealth Advisor @
- 2003 -2009 Private Wealth Advisor @ Wealth Legacy Institute, Inc.
Terri Propp Education
- Metropolitan State University of Denver
Bachelor of Science (BS) (Finance and Financial Management Services)
Terri Propp Skills
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Pensions
- Retirement Savings
- Mergers
- Retirement Planning
- Financial Planning
- Wealth Management Services
- IRAs
- Investments
- Retirement Plan Consulting
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- Microsoft Office
- Investment Strategies
- Wealth Accumulation
- Client Retention
- Financial Analysis
- Holistic Financial Planning
- Wealth
- Personal Financial Planning
- 401k Rollovers
- Project Management
- Retirement
- Mergers and Acquisitions
- Series 65
- Investment Management
Terri Propp Summary
- Terri Propp, based in Denver, CO, US, is currently a Senior Wealth Advisor at Global Wealth Strategies & Associates - GWS&A. Terri Propp brings experience from previous roles at Gill Capital Partners, Wagner Wealth Management and Wealth Legacy Institute, Inc.. Terri Propp holds a Bachelor of Science (BS) in Finance and Financial Management Services @ Metropolitan State University of Denver. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Financial Planners, Pensions and more. Terri Propp has 2 emails and 1 mobile phone numbers on RocketReach.
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