biography page

1

Click here to load reader

Upload: terry-riffle

Post on 15-Apr-2017

102 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Biography Page

Terry RiffleSenior Advisor

Office: (330) 915-6114Cell: (330) 936-4707

P.O. Box 2251North Canton, Ohio [email protected]

SERVICES• IRA Transfers and 401(k) Rollovers • Medicare Supplement, Prescription Drug, and Medicare Advantage Plans • Medicaid Planning • Retirement Planning • Life Insurance Planning• Long-Term Care Planning • Estate Planning • Business Continuation Planning • Funeral Expense and Estate Planning Trusts

PROFESSIONAL• Employed in the insurance industry since 1987• Licensed insurance agent in the State of Ohio since 1995• Currently hold FINRA Series 65 license, Life/Accident & Health, and Property & Casualty insurance licenses• Previously held FINRA Series 6, 7, and 63 licenses• Worked as a financial advisor in the bank distribution channel for over ten years• Founder and Managing Principal of Paramount Capital Advisors, LLC• Member of the Canton Regional Chamber of Commerce

PERSONAL• Resident of Northeastern Ohio for over 40 years• Graduated from Louisville Sr. High School and Kent State University• Previously resided in San Bernardino CA, Sacramento CA, and Reno NV• Enjoy traveling, reading finance books and magazines, photography, and all outdoor activities• Avid fan of all Cleveland professional sports teams and The Ohio State University Buckeyes• Attend Holy Cross Lutheran Church in North Canton, Ohio• Proud supporter of the Haven of Rest Ministries and the Kent State University Alumni Association

Best Regards

Terry RiffleParamount Insurance

Agency LLC