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Terri Mc Dermott Ch Fc Clu Ricp Cap
Director Of Wealth Planning at Fortis Family Office
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Work Experience
Director Of Wealth Planning
Sep 2016 - Present · 8 years and 3 months
WIFS Philadelphia Tri County chapter
President
Oct 2016 - Sep 2017 · 11 months
1847 Financial
Director, Wealth Advisory Group
Jan 2013 - Aug 2016 · 3 years and 7 months
Company Details
11-50 Employees
Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century. Our “Family Office” approach of understanding our client’s entire financial picture is rooted in not simply focusing on investable assets, but an integrated approach to maximize results. This makes Fortis well positioned to add significant value and customized solutions in the areas of tax, estate planning, cash flow management, wealth management and philanthropic endeavors. Fortis Advisors, LLC is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Past performance does not guarantee future results. Please visit https://fortisfamilyoffice.com/disclosures/to see our LinkedIn Disclosure.
Year Founded
1913
Social Media
Linkedin
Industry
Financial Services
HQ Location
656 E Swedesford Rd Suite 330 Wayne, Pennsylvania 19087, US
Keywords
Tax Planning & PreparatioRisk ManagementFinancial ReportingTrust & Estate PlanningAsset Protection ServicesCapital ServicesConcierge ServicesInvestment ManagementTax Planning & Preparationand Investment Management
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