Teri Alexander

CFP®, MSFP

Biography

Teri established Alexander Financial Planning, Inc. in 1997 after gaining extensive investment and planning experience at Merrill Lynch, R. Meeder & Associates, and a small financial planning firm in Columbus. With more than 30 years of experience, she has built an organization from the ground up focused on meeting the personal financial needs of individuals and families. Alexander Financial Planning is one of a handful of female owned planning firms in the Columbus area that has been in existence for over 18 years. Teri understands the collaborative relationship required to help clients make important financial decisions and realize their dreams.

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