Teri Engle

Teri Engle is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly three decades of experience in the financial industry. She began her career in 1993 at Merrill and has since developed expertise in comprehensive financial planning, including retirement preparation, wealth transfer strategies, tax minimization, insurance, and education planning. Her approach emphasizes a holistic view of client needs, which has earned trust from multiple generations within client families.

Teri holds a Bachelor's degree from Miami University and an MBA from the University of Dayton. She is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Certified Divorce Financial Analyst (CDFA). A graduate of the Leadership Dayton Program, she has also been involved with the Junior League of Dayton and has served on the board of the Widows Home of Dayton. Teri's client focus areas include college education planning, divorce transition planning, family wealth management, personal retirement planning, and tax minimization.

Outside of her professional work, Teri enjoys spending time with her family, camping, reading, traveling, and watching movies. She values building lasting relationships with her clients and supporting them through various financial life stages.