Terry Andersen, CFP®

Financial Advisor at Tactical Wealth Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Indianapolis, IN
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Experience

  • Tactical Wealth Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Feb 2017 - Present

      Dallas, Texas Tactical Wealth Partners is a holistic financial planning firm that leverages creative finance, tax, and investment strategies to help attorneys strategically pay off student loans and efficiently build wealth. For more information, please visit our website: www.tacticalwealthpartners.com

  • Penn Mutual Wealth Strategies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Vice President
      • Jun 2013 - Jan 2017

      Dallas, Texas Comprehensive financial planning for individuals, families, and business owners.

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Management Intern
      • Feb 2012 - Sep 2012

      Dallas, Texas Assisted with investment portfolio construction and management for high-net-worth individuals.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • Jun 2011 - Aug 2011

      Dallas, Texas Assisted with economic updates and developing a client communication strategy.

Education

  • Southern Methodist University - Cox School of Business
    Finance
    2009 - 2013
  • Brown University
    Summer Scholars Program, English
    2008 - 2008

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