Teresa Finney

About Teresa Finney

With over 30 years of experience in the financial services industry, I’ve guided clients through a wide range of market conditions. This depth of knowledge allows me to deliver thoughtful, comprehensive financial strategies tailored to each client’s unique needs.I recognize that financial confidence is deeply personal—there’s no one-size-fits-all solution. That’s why I take the time to understand your goals, values, and vision for the future. Together, we develop and manage a customized financial plan designed to support long-term independence and confidence for you and your family.If you\'re looking for a trusted partner to help you navigate your financial journey, I invite you to connect with my team. We’re here to help you move forward with clarity and confidence.Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, member New York Stock Exchange/SIPC

Experience

1. Senior Vice President, Investments

   Raymond James

   Feb 2011 — Present

   6034 W Courtyard Dr, Suite 305, Austin, TX 78730

Skills

• Management
• Portfolio Management
• Financial Planners
• Strategy
• Investment Strategies
• Alternative Investments
• Iras
• Wealth Management
• Securities
• Estate Planning
• Insurance
• Etfs
• Investment Advisory
• Financial Advisory
• Wealth
• Asset Management
• Mutual Funds
• Investments
• Strategic Planning
• Mergers & Acquisitions
• Retirement
• Strategic Financial Planning
• Finance
• Retirement Planning
• Wealth Management Services