Terri Connelly
I work with clients on Goal-based Retirement Planning. I believe that individual tailored portfolio construction is a cornerstone of investment success.
- Role
- Financial Advisor at Formidable Asset Management Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Terri Connelly
Are you tired of working with a Financial Advisor who barely knows you & your financial…
Experience
Financial Advisor
Formidable Asset Management Llc
Feb 2020 — Present · Cincinnati, OH, US
Skills
- Investments
- Mutual Funds
- Risk Management
- Financial Advisory
- Financial Planning
- Portfolio Management
- Wealth Management
- Retirement Planning
- Finance
- Management
- Asset Management
- Strategic Planning
- Securities
- Financial Analysis
- Financial Services
- Investment Banking
- Series 7
- Fixed Income
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.