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Teri McNally

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Teri McNally
Financial Advisor
.
FIC, BFA™
Part of the Southeast MN Consultants practice
502 E. Broadway St.
Winona, MN 55987
Tax Efficient Planning
Retirement Planning
About Teri McNally
About Teri McNally

My Story

I am proud to be a Thrivent financial professional. Prior to this, I was a middle school teacher for 25 years. Education is my passion, and that is what I love about Thrivent. We focus on educating our clients to ensure they understand their financial health and future.


Another of my core values is helping others, and with being a financial advisor with Thrivent, I do this every day. I always put my client's best interests first. I truly believe in the power of understanding and knowledge. I love to laugh with my clients, share stories, and do whatever I can to help them achieve their goals.


I am licensed Minnesota, Wisconsin, Iowa and Arizona. I am based in Winona, and I also serve clients out of our Caledonia office as well. We serve clients across the Southeast MN corner of our state, as well as those across the borders in our neighboring states. Besides being licensed with both FINRA series 7 and FINRA series 66, I hold a Master's Degree in Education. I also am certified as a FIC and BFA.


I would love to meet you and talk about how we can work together to achieve your goals. Please reach out and give me a call!

My qualifications
  • Business Education, Winona State University
  • Masters of Education, St. Mary’s University
  • Bachelors of Elementary Education, University of Wisconsin- La Crosse
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Florida
  • Iowa
  • Minnesota
  • Wisconsin

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations