Terrie Austin

9961 Brewster Lane Ste. 200

Powell, OH

43065

Phone:

Email:

(614) 300-5657 ext 1657

Terrie has more than 17 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®)  

  • Registered General Securities Representative (FINRA Series 7 through LPL Financial)

  • Registered Uniform Securities Agent (FINRA Series 63 through LPL Financial)

  • Investment Advisor Representative (FINRA Series 65 through Stratos Wealth Partners)

  • Life Insurance/Annuity

  • Ohio Long Term Care License

  • Pursuing Certified Divorce Financial Analyst (CDFA™) – expected completion 1Q2018

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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