Terry Keltner

Financial Planning Specialist, Financial Advisor at Morgan Stanley

Role
Financial Planning Specialist, Financial Advisor, Workplace Advisor-equity Compensation at Morgan Stanley
Location
Knoxville, TN, US
LinkedIn followers
500 followers

About Terry Keltner

With over 20 years in the financial services industry, Terry began her career with a local TN bank. There she spent several years as a FINRA Registered financial center manager before moving to their brokerage division in 2008. She joined Morgan Stanley to pursue her interest in comprehensive wealth management. Terry has spent several years working with Leukemia and Lymphoma Society and served as Chair for the 2018 Man & Woman of the year Campaign. She is past Board President for Girls on the Run of Greater Knoxville and served on the Health and Basic Needs Allocations Committee as well as the Steering Committee as a founding member of WING’s (Women in the Next Generation) through the United Way of Greater Knoxville, Terry also serves as a mentor with TNAchieves and is a member of Zoo Knoxville\'s Circle of Friends. During her leisure time Terry enjoys cooking, Crossfit, Olympic weightlifting and biking. She and her husband Corey enjoy playing tennis, day trips and have recently discovered pickelball. Terry attained a B.A. in Anthropology in 2002 from the University of Tennessee, Knoxville.

Experience

  1. Financial Planning Specialist, Financial Advisor, Workplace Advisor-equity Compensation

    Morgan Stanley

    Oct 2010 — Present · Knoxville, TN, US

    2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/terry.leann.keltner. The information or content is for US residents only and subject to the following disclosures: 12•••14

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Terry Keltner — Financial Planning Specialist, Financial Advisor, Workplace Advisor-equity Compensation at Morgan Stanley in Knoxville, TN, US | Unifers