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Terry Whalen

Financial Planner with Lincoln Financ... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Lincoln Financial Advisors</span>
Intro Book
Terry Whalen is a seasoned financial planner with 45 years of experience, holding a Bachelor's degree in Finance from Gannon University, and licensed in multiple states, offering expertise in investments, financial planning, and group benefit planning.
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Location
Beachwood, Ohio, United States, US
Skills
  • Financial Planning
  • Investments
  • Mutual Funds
  • Life Insurance
  • Annuities
  • Show all
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Bio

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Terry Whalen is a seasoned financial professional with extensive experience in the industry. He has held various roles, including Financial Planner at Lincoln Financial Advisors, where he has been working for over 40 years, providing comprehensive financial services to individual and company clients. Prior to this, he served as a Branch Manager at Union Commerce Bank and as a Captain in the United States Marine Corps, where he flew reconnaissance aircraft and served in Vietnam. Terry holds a Bachelor's degree in Finance from Gannon University, equipping him with a solid foundation in the field. He is proficient in multiple languages and possesses expertise in financial planning, investments, mutual funds, life insurance, annuities, 401 rollovers, portfolio management, group benefit planning, asset management, and retirement planning.

Credentials

  • Chartered Financial Consultant (ChFC)
    -
  • Chartered Life Underwriter (CLU)
    -

Experience

  • Lincoln Financial Advisors
    • Beachwood, Ohio
    • Financial Planner with Lincoln Financial Advisors
      • Mar 1979 - Present
      • Beachwood, Ohio

      We provide Financial Services to individual and company clients with extensive experience in pre and post retirement planning to help them build a comprehensive strategy that truly reflects their personal goal, values and life objectives.We specialize also in Group Benefit Plans, helping employer...

  • Union Commerce Bank
    • Cleveland, Ohio
    • Branch Manager
      • 1973 - 1976
      • Cleveland, Ohio
  • United States Marine Corps
    • Captain
      • 1966 - 1975

      I served 8 years as a Marine, 4 years active duty, and 4 years in the Reserves - as a Naval Flight Officer and flew reconnaissance aircraft to include a tour of duty in Vietnam.

Education

  • Gannon University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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