Financial Advisors
Murfreesboro, TN
Teresa Clements is a CFP® and Accredited Wealth Management Advisor (AWMA®) with 25 years of experience in financial planning and investment management. She specializes in helping clients navigate life's major transitions—including retirement, divorce, loss of a loved one, and marriage—through comprehensive financial planning. Her expertise spans investments, retirement planning, estate planning, business succession, life insurance, annuities, and wealth preservation for high-net-worth individuals.
Ideal for: Pre-retirees and retirees, high-net-worth individuals, small business owners, widows and widowers, those navigating major life transitions
Service area: Murfreesboro, Tennessee and surrounding areas
CFP® and AWMA® Certified: Teresa holds both Certified Financial Planner and Accredited Wealth Management Advisor designations, meeting rigorous education and experience requirements including 6,000+ hours of relevant financial planning work.
Life Transition Specialist: She specializes in helping clients through major life changes—retirement, divorce, widowhood, marriage, and relocation—with personalized planning that addresses emotional and financial complexity.
Corporate Retirement Experience: Teresa has helped employees from major employers including Nissan, Verizon, MTSU, and General Mills transition to retirement, with expertise in 401k rollovers, executive stock options, and severance packages.
Address: 805 S Church St Suite 12, Murfreesboro, TN 37130
Phone: (615) 703-4150
Website: teresaclements.com
Looking for more options?
See more Financial Advisors in Murfreesboro →