Terrie Austin, CFP® CDFA®


Founder/CEO

Wealth Advisor


 


620 East Broad Street - Suite J


Columbus OH 43215


614-300-5657   Office                           

                                                       

 



 



 


 


PROFESSIONAL                                                                                                           


Terrie has more than 20 years in the financial services industry, beginning in 1995. Terrie attended Marshall University for 2 years in her hometown of Huntington, WV. She subsequently graduated from Western Michigan University in Kalamazoo, MI with a bachelor's degree in Corporate Finance and a minor in Economics. 



While she has experience and specializes in assisting clients with goal planning in all stages of life for retirement, education, and wealth transfer, Terrie also specializes in the area of Women In Transition.  She has a passion for working with women at all stages of their lives, but especially when a life event creates financial questions requiring specialized advice.


 


Terrie's personal commitment to her clients is to provide them with customized service to assist in the pursuit of their financial goals. Terrie takes a client centered approach, with integrity and confidentiality being of utmost importance.  She meets with her clients periodically to make adjustments to their portfolios in the attempt to solidify their path to success.


 


Licensing and Professional Designations


  • CERTIFIED FINANCIAL PLANNER™ (CFP®)  
  • Certified Divorce Financial Analyst (CDFA®) 
  • Registered General Securities Representative (FINRA Series 7)
  • Registered Uniform Securities Agent (FINRA Series 63)
  • Investment Advisor Representative (FINRA Series 65 through Milestone Wealth Strategies)
  • Life Insurance/Annuity
  • Ohio Long Term Care License



 


COMMUNITY


 


Terrie also proudly serves on the Board of Directors of Ruling Our eXperiences (ROX), a non-profit organization with the mission to equip girls with knowledge and skills necessary to live healthy, independent, productive and violence free lives.  


 


PERSONAL


Terrie and her family live in Columbus, Ohio. Terrie enjoys spending time with her daughters and, when time permits, she also enjoys reading; exercise, especially outdoors; growing fresh herbs and a small vegetable garden; and trying new recipes.