Teresa Shaffer

Teresa Shaffer, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

22550 Davis Dr

Sterling, VA 20164-4449

About me

Background

Teresa Shaffer is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 12 years of financial services, retirement planning, and investment management experience.  

She focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. She follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science – Finance
Virginia Commonwealth University

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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