What is your favorite part about your role?
Everyone knows I love paperwork (most people don’t) and I love a good challenge of getting a client’s accounts in order. Helping people by being available for them and servicing their accounts. Past experience working in litigation and typing legal docs have helped with my skills and organization. I understand how important “doing the right thing” is in this industry.
What does financial success look like to you?
Being able to not stress about whether I can pay my mortgage or live a non-extravagant simple life. Traveling to see important places before I no longer can. Living Lakeside at a relaxing lake somewhere beautiful!
Where is your favorite travel destination?
I LOVE the warm waters of Cancun, Mexico. Turquoise waters are beautiful and fun to swim in. The Caribbean islands are also my favorite places. Growing up in a beach city has taught me to appreciate the sun and salty sea air. It’s good for the soul.
Terri Halligan joined Lincoln Financial Advisors in February 1999. Terri has held various support roles during her 22 years of working for Lincoln Financial. She is currently part of the Oakwood Wealth Partners Team and works as Investment & Insurance New Business Specialist to Michael Lockwood and the team of advisors. Terri provides new business support and service in retirement plans, individual investments and life insurance.
Terri holds a CA Life Insurance License and is a Notary Public for the State of California.
Terri lives in Buena Park, California with her husband, Bruce. They have two sons, Kenny and Casey, married to Melissa & Jaime, and one grandson named Mason River. Her hobbies include live music, riding on their Harley, RV camping, and boating. Terri also enjoys spending quality time with her family (including her German Shepard).