Terri-Ann Lindo, MBA, RICP, is a dedicated financial consultant and investment advisor representative based in Durham, NC. With over 30 years of experience in the financial services industry, Terri-Ann brings a wealth of knowledge and expertise to her clients. Originally from Kingston, Jamaica, she holds a Bachelor's degree in Finance from the University of South Florida and an MBA from the University of Phoenix.
Terri-Ann is committed to excellence and regularly attends industry training and certification programs to stay at the forefront of her field. She is passionate about serving her community and volunteers at local agencies and organizations dedicated to improving lives. Terri-Ann's goal is to help clients achieve their financial goals and secure their future through personalized financial planning strategies.
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