Terri McDermott, CHFC, CLU, RICP, CAP
Director of Wealth Planning

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In her role as Director of Wealth Planning, Terri is responsible for the creation and delivery of customized strategic plans that serve as the baseline for all financial decisions. She is experienced in providing financial planning support to wealth advisors whose clients need services ranging from basic cash flow and retirement projections to comprehensive estate planning and legacy strategies. Terri joined Fortis Wealth in 2016.

Terri graduated from Pennsylvania State University with a Bachelor of Science in Business Administration. She is an active member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA) and Women in Insurance and Financial Services (WIFS).  Terri served as the WIFS National Director from 2008-2011 and as President of the Philadelphia/Tri County PA Chapter from 2016-2017. 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. For Terri, actively listening to a client’s needs is the most effective way to help in decision-making — especially the Fortis family office clients that span multiple generations.

“Seeing a situation from another person’s point of view helps ensure that you are meeting them where they are and creating solutions that best fit their unique needs.”