Senior Client Associate
Terri has been in the financial services industry since 2006. She started at the Investment Center at Bellco Credit Union before joining UBS in 2011. Since joining UBS she has earned her Series 7 and 66 licenses.
Terri is an excellent problem solver who provides superior customer and administrative assistance to clients and each member of the team. Her responsibilities include account maintenance, online services and administrative support. Clients turn to Terri to help solve the complexities of managing the behind-the-scenes details of investment accounts in a timely and easy to understand manner.
As a Colorado native, Terri enjoys spending time family and friends, traveling to tropical locations and riding her motorcycle around Denver and the United States.
Senior Client Associate
Terri has been in the financial services industry since 2006. She started at the Investment Center at Bellco Credit Union before joining UBS in 2011. Since joining UBS she has earned her Series 7 and 66 licenses.
Terri is an excellent problem solver who provides superior customer and administrative assistance to clients and each member of the team. Her responsibilities include account maintenance, online services and administrative support. Clients turn to Terri to help solve the complexities of managing the behind-the-scenes details of investment accounts in a timely and easy to understand manner.
As a Colorado native, Terri enjoys spending time family and friends, traveling to tropical locations and riding her motorcycle around Denver and the United States.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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