About Teresa Clements, CFP®, AWMA®

Teresa Clements, CFP®, AWMA® is a LPL Financial Advisor. She is also a licensed life insurance agent.  She has over 25 years’ experience in the Financial Services Industry.

As your Financial Advisor, Teresa will partner with you to define and potentially realize your financial goals. Working together, we can seek to help you to build, preserve, and transfer your wealth in a long-term, one-on-one relationship.  She can help you in the following areas: investments, insurance, long-term care, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, titling of assets, executor/successor trustee issues, and distribution of wealth at death.  She can work to guide you through life’s complexities and help you plan accordingly.

Teresa graduated from Middle Tennessee State University with a Mathematics; Actuarial Science degree and has been a long time Murfreesboro resident.   She is married to her husband Pat and has a 25-year-old son, Aaron.   She enjoys biking, hiking, boating, and spending time with family and friends.  Teresa must act as a Fiduciary on your behalf and is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Wealth Management Advisor (AWMA).