Terri Collymore founded More Advisory Group over 12 years ago as a specialty wealth management firm specifically dedicated to the unique financial issues facing pre-retirees and those already in retirement.
As an independent fee-based financial planning firm, More Advisory Group and Ms. Collymore provide sound, goal-based investment advice and planning solutions designed to maximize income, create lifetime income streams, and minimize risk for her clients.
Ms. Collymore is a fully licensed Investment Advisor Representative working with the top Wealth Strategists in the country to help provide her clients with access to wealth-building and maintenance tools unavailable to the mainstream public at large.
With a background in Financial Education, Social Security Planning, Long Term Care, Healthcare Planning as well as Wealth Management she is able to address her clients retirement needs in a holistic manner striving to ensure that they will be able to meet their comprehensive needs over the full lifespan of retirement.
Ms. Collymore’s past ventures have been featured in SUCCESS Magazine and Twin Cities Business Monthly. She has been awarded “Outstanding Business of the Year” by the Lynwood Business Institute and has served on numerous non-profit boards and advisory groups. Some of those institutions include the Society For Financial Awareness, National Care Planning Council, National Association of Insurance & Financial Advisors, Junior Achievement, Leadership Broward (FL), Rebuilding Together, Women’s Way, United Way and the American Red Cross.
She enjoys cooking, entertaining, independent films, Labradoodles and spending time with friends and family in the beautiful state of Minnesota.