Accredited Investors Wealth Management®
Debora Terrell possesses over 20 years of experience in the financial services industry, currently serving as an Insurance and Risk Protection Specialist at Accredited Investors Wealth Management® since April 2017. Prior to this role, Debora held the position of Vice President of Insurance Services at NorthRock Partners from August 2014 to January 2017, contributing to integrated wealth management services for affluent clients. Debora's earlier experience includes working as General Manager and Financial Planning Associate at LPL Financial and as Admin Assistant for the Branch Manager at SunAmerica Securities. Educational credentials include a degree from the University of Wisconsin-Milwaukee and completion of high school at Greendale High School.
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Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures