With over 42 years of experience in the financial services industry, Teri Edgemon is a seasoned professional holding Series 7, 63, and 65 registrations. Throughout her career, she has worked with investment firms, including Ameriprise, Raymond James, Morgan Keegan, and JC Bradford.
Teri has extensive expertise in:
Management and client services
Day-to-day account management and client onboarding
Relationship management through operational and administrative roles
Overseeing business management and daily operations
Project improvement and management
Business development and support
Beyond her professional life, Teri has been married to Jeff since 1985, and they have lived in Fairfield, OH, for over 32 years. They have two daughters: Kayla, who is married to Jared and has four children—Audie, Hudson, Mason, and Emmie—and Abbi, who is married to Steven and has one daughter, Hadley.
Teri enjoys taking short trips in her Class C RV, spending time with her grandchildren, being outdoors, and stargazing.