Amber Terakedis
Partner/CFP®-Plante Moran Financial Advisors
Vestavia,AL
Summary
Partner with Plante Moran Financial Advisors who is known for helping clients define and achieve their financial goals. With over 16 years of industry experience, expertise includes financial goal setting, risk management, debt reduction strategies and investment policy creation and implementation.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Partner
Plante Moran Financial Advisors
07.2021 - Current
- Assists clients in setting realistic financial goals and developing action plans to achieve them over time.
- Collaborates with clients to develop customized investment portfolios.
- Develops comprehensive financial plans for clients, addressing investment management, insurance needs, tax planning, and retirement goals.
- Collaborates with teams of professionals to develop tailored wealth management solutions for high-net-worth individuals.
- Educates clients on potential risks and rewards associated with various investments.
- Informs clients of strategies for reducing debt and maximizing savings.
- Conducts periodic reviews of client portfolios to ensure continued alignment with stated goals and market conditions.
- Builds strong relationships with clients through regular communication and personalized service, resulting in increased client retention rates.
- Maintains a high degree of professional ethics and integrity by strictly adhering to industry regulations and guidelines.
- Passionate about learning and committed to continual improvement.
Principal
Plante Moran Financial Advisors
07.2019 - 07.2021
Relationship Manager
Plante Moran Financial Advisors
07.2016 - 07.2019
Senior Financial Advisor
Plante Moran Financial Advisors
07.2011 - 07.2016
Financial Planner
Plante Moran Financial Advisors
07.2008 - 07.2011
Paraplanner
Ameriprise Financial
06.2004 - 01.2008
- Provided excellent customer service by addressing client inquiries promptly and accurately.
- Monitored market performance regularly to provide insightful updates to both advisors and clients as needed.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Managed monthly, quarterly and yearly client billing cycles.
- Assisted in the preparation of annual reviews for existing clients, fostering trust through transparency.
- Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
Education
BBA - Finance And Economics
Western Michigan University
Kalamazoo, MI 09.2004 - 04.2004
High School Diploma -
Fremont High School
Fremont, MI 09.1997 - 06.2000
Skills
Adaptability and Flexibility
Analytical Thinking
Teamwork and Collaboration
Self Motivation
Relationship building and management
Data Confidentiality
Certification
Certified Financial Planner Designation, CFP®
Civic Experience
Vestavia City Schools Foundation Board member 2022-Present
Liberty Park Middle School PTO-VP of Communications Elect for 2024-2025
6 years of room mom service at Vestavia Hills Liberty Park Elementary
Various Committees served on at Vestavia Hills Liberty Park Elementary such as the PTO nominating committee and treat cart
Sustaining member of Junior League of Chattanooga 2016-present
Junior League of Chattanooga member 2014-2016
Greater Lansing Food Bank Board member 2012-2015
Junior League of Lansing member 2010-2014
Timeline
Partner
Plante Moran Financial Advisors
07.2021 - Current
Principal
Plante Moran Financial Advisors
07.2019 - 07.2021
Relationship Manager
Plante Moran Financial Advisors
07.2016 - 07.2019
Senior Financial Advisor
Plante Moran Financial Advisors
07.2011 - 07.2016
Certified Financial Planner Designation, CFP®
01-2010
Financial Planner
Plante Moran Financial Advisors
07.2008 - 07.2011
BBA - Finance And Economics
Western Michigan University
09.2004 - 04.2004
Paraplanner
Ameriprise Financial
06.2004 - 01.2008
High School Diploma -
Fremont High School
09.1997 - 06.2000