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Teri Salach

Teri Salach

Marketing Strategist and IT

Followers of Teri Salach221 followers
location of Teri SalachKansas City Metropolitan Area

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  • Timeline

  • About me

    CIMA®, CWS®, Sr. Vice President, Portfolio Management Director, Financial Advisor at Morgan Stanley

  • Education

    • Wharton School of Business

      2006 - 2008
      Certified Investment Management Analyst Portfolio Management

    • Central Michigan University

      1985 - 1988
      B.S. Mathematics and Computer Science

    • Iowa State University

      1984 - 1985
      B.S. Mathematics and Computer Science

  • Experience

    • Hallmark Cards Incorporated

      May 1988 - Jan 1994
      Marketing Strategist and IT

    • Standard Forms

      Jan 1994 - Dec 1995
      Sales

    • Morgan Stanley

      Oct 1998 - now
      Senior Vice President, Portfolio Management Director, Financial Advisor

      Disclaimers: ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s), go to:https://advisor.morganstanley.com/the-plaza-group-20103523Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 1430987 Show less

  • Licenses & Certifications

    • NMLS

      Nationwide Mortgage Licensing System
      Apr 2015

    • Certified Investment Management Analyst

      IMCA - Wharton School of Business
      Sept 2008

    • Certified Wealth Strategist

      Cannon Financial Institute
      Mar 2008

  • Honors & Awards

    • Awarded to Teri Salach
      2020 & 2021 - Forbes America's Top Women Wealth Advisors Forbes 2020 & 2021 - Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2020 & 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Teri Salach
      Five Star Award Winner 2019, 2020, 2021 Five Star Wealth Manager 2019-2021 - Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2019-2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. https://www.morganstanley.com/disclosures/awards-disclosure.html