Terri Cantrell's Professional Contact Details

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HQ
+1 843-884-9898
Location
Edmond, Oklahoma

Terri Cantrell's Current Company Details

Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe tha...
Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives.We are proud to serve as our clients' advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees.Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC,&VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htm

Terri Cantrell's Work History and Education

Cummings Wealth Management Group
Assistant
2022 - Present
LPL Financial
Admin Solutions Consultant
2021 - 2022 • 8 months
Ameriprise Financial Services, LLC
Registered Client Service Associate
2010 - 2021 • 11 years
NEI Global Relocation
Assistant Account Executive
2007 - 2010 • 3 years
American Home Mortgage
Loan Consultant
2004 - 2006 • 2 years

Others Named Terri Cantrell

Frequently Asked Questions about Terri Cantrell


What company does Terri Cantrell work for?

Terri Cantrell works for Cummings Wealth Management Group.

What is Terri Cantrell's role at Cummings Wealth Management Group?

Terri Cantrell's role at Cummings Wealth Management Group is Assistant.

What is Terri Cantrell's email address?

Terri Cantrell's email address is t**@cummingswealth.com.

What is Terri Cantrell's business email address?

Terri Cantrell's business email address is t**@cummingswealth.com.

What is Terri Cantrell's direct mobile number?

Terri Cantrell's direct mobile number is (405) XXX-XXXX.

What is Terri Cantrell's HQ phone number?

Terri Cantrell's HQ phone number is +1 843-884-9898.

What industry does Terri Cantrell work in?

Terri Cantrell works in the Financial Services industry.

Who are Terri Cantrell's colleagues?

Terri Cantrell's colleagues are Bobby Cummings, Dallas Brewer, Elizabeth Wentworth, Thomas Stack and more.
Founder & President
Director of Retirement Services
Financial Planning Intern
Director of Participant Services
CERTIFIED FINANCIAL PLANNER TM Practitioner & Chief Operating Officer

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