Terri E. Krueger
Terri E. Krueger
Senior Financial Advisor
Terri E. Krueger joined HighPoint Advisors, LLC in March 2014. She has been involved in the banking and insurance business since 1990 and the investment world since 2008. As a fully independent Senior Financial Advisor, she brings many years of experience to the team.
Her current licenses include Series 6, 7, and 63; Life, Accident & Health; and Long Term Care Partnership. Terri’s broad experience enables her through LPL Financial to give clients informed recommendations for estate preservation, retirement planning, Medicare and other health-care options. In addition, as a financial representative registered with LPL Financial, Terri can help clients select the most appropriate investment options to fit into their portfolio and match their objectives.
As HighPoint Advisors’ resident health-care expert, Terri is fully licensed and experienced in Medicare Supplement, Medicare Advantage and NY State of Health Affordable Care Act plans. She can assist clients on and off the exchange for individual and small-business plans.
Since 2012 Terri has been a qualifying member of the MDRT (Million Dollar Round Table), the premier association of financial professionals. She is affiliated with the American Association for Long-Term Care Insurance, and has been honored by The International Women’s Leadership Association for her contributions to “family, career, and community.”
Terri volunteers in several roles for the Syracuse Rescue Mission including the Ride and Run for the Rescue and Capital Campaign committees. She is a board member of The Plank Road Chamber of Commerce and an active participant in the Elder Justice Group Committee of Syracuse. Terri, along with her certified therapy dog Gemma, volunteers with PAWS of CNY, and she has worked for several years as a Court Appointed Special Advocate for children in Onondaga County. And don’t be surprised if you see her on the highway riding a Harley: she serves as a current Road Captain for the Fire and Iron international motorcycle club.