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Terri Steffner

Terri L. Steffner

Practice Business Manager AWMS

A 27-year veteran of the financial services and software industries, Terri brings fresh perspective to her role as practice business manager. She provides support in a variety of areas but specializes in client education through social media, webinars and in person classes, empowering clients by providing the knowledge to make sound financial decisions and navigate the technology Raymond James offers.

She also leads and creates seminars focused on youth financial literacy, tailored to specific age groups, to help clients in their mission to transfer wealth responsibly. Her background in technology and education offers a new dimension to the client experience.

A registered associate, Terri also assists with planning, strategy and stewardship responsibilities for institutions, including nonprofits, endowments and foundations. Dedicated and compassionate, she uses her relationship-building skills and experience supporting institutions to deliver responsive service.

Terri joined Raymond James in 2015 and lives by its Service 1stSM philosophy. Prior to that, her financial services career at Morgan Stanley spanned many roles, beginning as a registered service associate, a technology education trainer during the largest financial service software deployment in the industry, a technical writer and finally as group director for a team at Morgan Stanley. In November 2016, she was honored with the Robert A. James Award of Service Excellence at Raymond James. She is a Registered Corporate Coach™.

In her free time, Terri volunteers for various charities and youth programs, including PHS Girls Soccer, CGAA/PHS Boys Soccer Booster Club, PHS Girls Gymnastic Booster Club and PHS Boys Hockey Booster Club. She is also a member of the Raymond James Diversity & Inclusion Committee.

A Minnesota native, Terri now lives between Napa and Beverly Hills, California, with her husband, Ted. They have three adult children: Ryan, Joey and Dani. Ted and Terri are the proud grandparents of three adorable granddaughters: Nora, Lainey and Kinsley.

Insurance License Number: 4192738

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1As set forth and subject to applicable agreements.

2Financial Times 401 Top Retirement Advisors, October 2020. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2020). The FT 401 Top Retirement Advisors award had 401 of the 855 advisor applicants being recognized as a Top Retirement Advisor. The FT asked large U.S. brokerages, independent advisors and other wealth managers to identify qualified direct contribution (DC) plan advisor applicants. It partnered in research with Broadridge Financial Solutions, which provided unique data from its proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan AUM, DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80% to 85% of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. This honor is not indicative of an advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the FT in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Times.

3Assets as of 1/31/2022

 

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