Terri Meekins
FIC, RICP®, CLTC®, CKA®, BFA™
Experienced financial professional with guidance tailored to your priorities
State(s) Licensed: DC, FL, MD, MT, PA, VA, WV
744 Dulaney Valley Road Unit 8A
Towson, MD 21204
Experienced financial professional with guidance tailored to your priorities
State(s) Licensed: DC, FL, MD, MT, PA, VA, WV
Guidance to confidently reach your financial goals, your way
Do you have lifelong dreams but not sure if you are on the right path or even where to start? The right guidance might help you get there. Tell me where you are today. Driven by your goals and values, I'll drawn on my industry expertise to help you map out a path to a more secure financial future in the areas of:
- Protecting loved ones against the impacts of death, disability, and extended care needs.
- Retirement savings and income planning.
- Investment management.
- College planning.
- Charitable giving.
I am a Ramsey SmartVestor Pro and am honored to be part of their network of financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
Call me to schedule an appointment: 410-952-4536 or use the link below!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Towson Office
- Phone:
- 410-952-4536
Hours
M – Th: 9 a.m. – 6 p.m. Friday 9 a.m. - 4:30 p.m.