Terry Elder Retirement Planning Specialist

***I Help Texas Professors With ORP Plan for A Safe and Secure Retirement***

Role
Retirement Plan Specialist at Merrill Lynch
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Terry Elder Retirement Planning Specialist

Planning for retirement can be confusing. There are so many factors to ponder. Without a…

Experience

  1. Retirement Plan Specialist

    Merrill Lynch

    Apr 2020 — Present · Houston, TX, US

Education

  • University Of Pittsburgh

    Bachelor of Arts - BA

    1965 — 1969

  • University of Pittsburgh

    Bachelor of Arts - BA

    1965 — 1969

Skills

  • Retirement Planning
  • Retirement
  • Marketing
  • New Business Development
  • Sales
  • Long Term Care Insurance
  • Small Business
  • Financial Services
  • Direct Sales
  • Life Insurance
  • Finance
  • Wealth Management
  • Long-Term Care
  • Fixed Annuities
  • Marketing Strategy
  • Insurance

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Terry Elder Retirement Planning Specialist — Retirement Plan Specialist at Merrill Lynch in Houston, TX, US | Unifers