Terri E. Krueger,ChFC
Senior Financial Advisor
Phone: (315) 975-1955 x100
Email: terri.krueger@lpl.com
Terri E. Krueger has dedicating her private life to improving the lives of others. Terri opened Krueger Advisors, LLC in November 2018 with exactly this in mind. Professionally, Terri has over 3 decades of experience in managing money. Her 1st position in this role was being promoted as Head Teller with Key Bank at 19-years-old. Terri’s broad experience enables her, through LPL Financial and Krueger Advisors, LLC, to provide clients with informed recommendations.
Volunteering: Terri spends her free time helping underserved children locally and nationally. These organizations include: Town of Cicero Youth Board, Vice Chair (servicing The Friends of the CanTeen), since May 15, 2018 Terri has been a sitting board member of the North Syracuse Board of Education, 2023 appointed as Secretary of The Kanikapila Project (a national music therapy foundation, Past volunter work includes: (CASA) Court Appointed Special Advocate, for children (Onondaga County), Treasurer and Vice President of the Plank Road Chamber of Commerce, Road Captain and Secretary for International Fire and Iron motorcycle club with Syracuse Station #99 and The Rescue Mission Alliance of Syracuse,
Qualification: Terri has obtained several securities licenses: Series 6, 7, and 63 held through LPL Financial and has achieved the ChFC (Chartered Financial Consultant) designation. Since 2012 Terri has been a qualifying member of the MDRT (Million Dollar Round Table), the Premier Association of Financial Professionals, receiving 4 Court of the Table qualifications and the prestigious Top of the Table qualification in 2022 and taking on several leadership positions within this international group. She has secured several MDRT Foundation Grants for Syracuse, NY totalling over $18,000. In 2019 MDRT published an article about Terri, honoring her work with the MDRT Foundation while supporting the Rescue Mission Alliance of Syracuse and Syracuse Women’s Magazine published an article about Terri in their December 2021 issue. Terri has been a member of the MDRT Business Development Task Force, MDRT Foundation Grant Committee, and member of the MDRT US Community Leader task force, and in 2023 was selected as Chair of the Business Development Committee, tasked with developing content for financial services representatives throughout the country.
Terri helps clients with: estate, trust, and retirement planning, life insurance and long term care planning and tax planning which will aid clients in preparing for the TCJA sunsetting in 2026.