Terri McDermott, CHFC, CLU, RICP, CAP, a Director of Wealth Planning at Fortis Wealth, graduated from Pennsylvania State University with a Bachelor of Science in Business Administration. She regularly participates in mentoring programs and other volunteer organizations in her community.
Terri enjoys providing education and support for our wealth advisors and mentoring new advisors with training and advice. She believes that listening is a skill that’s vital to gaining insight and to having a positive impact in the workplace.
We are honored to have Terri as one of our Finance Watch contributors on our Watch Team. Each week our Watch Team brings you you news and inspiration throughout the show!
Check out Terri’s Watch Team segments below!