Terri Lyders is currently the Vice President and Advanced Planner at Fidelity Investments, where they develop and deliver personalized wealth planning strategies to help clients achieve their financial goals. They have extensive experience in financial planning and estate strategies, having previously held leadership roles at UBS Wealth Management and Merrill Lynch. Terri earned a BA in Finance and Marketing from the University of Washington and a Master's in Taxation from Golden Gate University.
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