Merrill Lynch Financial Advisor Teri Engle

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Teri Engle is a financial advisor based in Miamisburg, Ohio, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), and Chartered Retirement Planning Counselor (CRPC), Teri provides comprehensive financial planning and investment management services. Her practice primarily serves individuals and families seeking to achieve their financial objectives and secure their financial future.

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