Terri Propp

Senior Wealth Advisor @Global Wealth Strategies & Associates - Gws&a

Denver, CO, US
MOBILE NUMBERS
+13•••••••61

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WORK HISTORY

Jul 2025 — Present

Senior Wealth Advisor @Global Wealth Strategies & Associates - Gws&a

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Denver, CO, US

Terri is a CERTIFIED FINANCIAL PLANNER® professional and Senior Wealth Advisor at Global Wealth Strategies & Associates (GWS & A), bringing over 20 years of experience in the financial services industry. Terri has built her career on a foundation of educating and empowering clients—particularly women navigating major life transitions such as retirement or divorce—with clarity, confidence, and strategic guidance.

EDUCATION

N/A

Metropolitan State University of Denver

Bachelor of Science (BS)

SKILLS

Mergers & AcquisitionsEstate PlanningRetirementStrategic Financial PlanningClient Retention401k RolloversIrasHigh Net Worth IndividualsInvestment AdvisoryWealthRetirement SavingsFinancial PlannersWealth AccumulationHolistic Financial PlanningRetirement PlanningIncome ProtectionSeries 65Investment StrategiesPersonal Financial PlanningRetirement Plan ConsultingPensionsInvestmentsWealth ManagementFinancial PlanningInvestment ManagementFinancial AdvisoryFinancial ServicesUniform Combined State LawAsset AllocationMutual FundsMergersWealth Management Services

ABOUT TERRI PROPP

Are you seeking clarity and confidence in your financial future? With over 20 years as a…

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