Senior Financial Client Associate
In August of 2012 Terry and her firm, Morrison Financial Services joined the Hanson-Fisher Wealth Management team of Benjamin F. Edwards. Prior to joining the team, she had served as the sole Client Service Associate for her office. In her current role Terry enjoys building relationships with advisors and their clients and strives to provide thoughtful and professional service to ensure that clients’ needs are met beyond their expectations. Terry maintains a FINRA Series 6 & 63 license and her previous professional experience includes financial services, tax preparation and various roles in human resource management. She has Bachelor of Science Degree in Business Administration and Human Resources. Terry is married and has three grown children and two grandchildren. She is an avid gardener and enjoys outdoor activities including biking, running, and hiking.
Please join the Hanson-Fisher Wealth Management team in extending best wishes to Terry Trauner, who is retiring from Benjamin F. Edwards on January 20, 2023.
Terry sat with Dave Hanson to reflect on her storied career and what she loved most. Watch the interview below.