Let's connect.
• Helping families build financial independence—backed by 30+ years of experience. We understand that, when it comes to financial independence one size does not fit all. That's why we pride ourselves on getting to know our clients and their aspirations. With over 30 years of experience and the experience of her team, Teresa Finney, Financial Advisor, and her team develop, implement,
and review plans for our clients to put them on the track to financial independence. We understand the markets and the risk parameters of our clients and work with our clients to develop a mutually agreeable plan to put them on the path the financial independence. Teresa has won the Forbes Best-In-State Top Wealth Advisors 2026. Along with the Forbes America's Top Women Wealth Advisors and Best-In-State Top Women Wealth Advisors 2023, 2024, & 2025.
2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
