Teresa Talton- The Architect

Teresa Talton- The Architect

Financial Planner

About Teresa:

  • Native of Kentucky
  • Began career as software analyst & project manager, then changed path to pursue true passion of financial planning
  • Member of Financial Planning Association
  • Chair and Treasurer for Cub Scout Pack

Credentials:

  • Series 65 – Investment Advisor Representative licensee
  • Provides education, guidance and support in order to lead clients to their financial objectives
  • Master of Business Administration (MBA), University of South Alabama
  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Formerly with Heritage Financial Services, LLC
  • Bachelor of Arts in Psychology, University of South Alabama

Fun Facts:

  • Enjoys sailing, baking, yoga and pilates
  • Loves to travel with her family
  • James Bond is her hero (she secretly wants to be a spy)

Email: talton@allgenfinancial.com