Center for Wealth Preservation, LLC
Vanessa Terry is an accomplished professional with extensive experience in administrative support and human resources, currently serving as an Administrative Assistant at Center for Wealth Preservation, LLC since July 2024. Prior to this role, Vanessa held the position of Senior Associate at HC Group from May 2023 to July 2024 and worked as a Client Partnership Executive at Janou Pakter Global Executive Search between September 2021 and September 2022. Vanessa's career includes over 15 years at Bank of America, where responsibilities spanned various vice president roles, including Life Event Services Consultant and Talent Acquisition Divisional Manager, with a focus on supporting institutional sales and managing audit projects related to COVID-19. Earlier in Vanessa's career, human resources experience was gained at Citi, New York University, and Enterprise. Vanessa holds a Bachelor of Science degree in Business Administration and Management from Stony Brook University.
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Center for Wealth Preservation, LLC
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We have 6 areas of practice specialization: Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative. Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government. Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security. The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. * Visit us on: Facebook - https://www.facebook.com/CenterForWealthPreservation/ Twitter - https://twitter.com/cwp_metro CRN201901-207651