Theresa Meigs
Director of Sales & Partnerships | Empowering Advisors to Save Millions in Capital Gains Taxes | Passionate About Tax Strategies, Growing, and Protecting Wealth
- Role
- Wealth Strategist at Fts Life Solutions
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Theresa Meigs
Hi there! I\'m Theresa Meigs, and I\'m all about helping financial advisors and their…
Experience
Wealth Strategist
Nov 2023 — Present
Wealth-Building Advocate: I offer clients structured products designed for safe, tax-advantaged growth, protecting them from market volatility- Tailored Financial Strategies: I develop customized strategies that help clients secure financial peace of mind and lifetime income- Educational Resource: I educate clients on the benefits of structured products for tax-advantaged wealth accumulation, ensuring they feel confident in their financial decisions.
Education
Arizona Department of Insurance
License #1721397
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