TERESA FINNEY
Raymond James
As a Certified Exit Planning Advisor (CEPA®), Teresa Finney is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Teresa Finney - CEPA - Raymond James - Austin, Texas, city=Austin, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=teresa-finney, lname=Finney, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202020/CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-NOVEMBER-Finney-Teresa.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394717, cohortium_profile_title=Teresa Finney | Wealth Manager at Raymond James | CEPA Connect Member, state=Texas, hs_was_imported=true, id=2835889589, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Teresa Finney, email=teresa.finney@raymondjames.com, cohortium_meta_description=Connect with Teresa Finney, a specialized Wealth Manager working with Raymond James based in Texas. Credentials include: CEPA., associated_contact_record_id=3102351, website=https://www.raymondjames.com/texascapitolgroup/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202020/2395_Finney_CEPA-Certificate-2020-NOV-MC.pdf, is_editable=editable, url_slug_2=teresa-finney, impersonate_user_url=https://exit-planning-institute.org/member-detail/teresa-finney?impersonation=true, full_name=Teresa Finney, hs_lastmodifieddate=1764932295424, phone=(512) 426-4199, company_name=Raymond James, name=Teresa, hs_object_id=2835889589, associated_resources=0, hs_object_source=IMPORT, postal_code=78759, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.raymondjames.com/texascapitolgroup/ - Phone: (512) 426-4199
- City: Austin
- State: Texas
- Postal Code: 78759
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Raymond James
