Terri Cantrell, CRPC®

Terri Cantrell, CRPC®

Director of New Accounts & Service

Terri is our Director of New Accounts & Service and joined our team in 2022. Terri has over 20 years of experience in the financial services industry and holds her FINRA 7 and 66 securities registrations ((held through Commonwealth Financial Network®) as well as her Chartered Retirement Planning Counselor (CRPC) ®. She loves interacting with clients and supporting you through many service endeavors, ensuring an efficient and smooth experience for all clients. You will most likely be interacting with Terri as she opens and services your accounts.

When away from the office, Terri loves spending time with her six grandchildren and attending yoga/dance classes.