Terri Cavagnaro, FPQP®

Mrs. Cavagnaro serves as Sr. Client Service Admin & ParaPlanner. Terri has worked with Paul DeDora since 2006.

Mrs. Cavagnaro supports planning, handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, and handles the contributions & distribution of cash. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. If there is something that needs to be updated in your account, she is probably the one to do it. Prior to joining DeDora Capital, she was a Branch Office Administrator at Edward Jones.

LinkedIn