Teresa Clements, CFP, AWMA; LPL Financial Advisor

Teresa Clements, CFP, AWMA; LPL Financial Advisor Financial Advice; Investments; Life Insurance; Long-Term Care, Annuities, Income Planning, Legacy WHAT IS A CFP®? WHAT IS AN AWMA®?

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Wealth Management Advisor (AWMA®) with 25 years of experience in the financial services industry. I have a passion to help people through life’s changes such as divorce, death of a loved one, or retirement. Working with a CFP® professional is an important first step toward reaching your financial goals. A CFP® professional works with c

lients to create comprehensive plans for meeting their long-term financial goals, such as retirement, college tuition, business start-up, a home, and so on. As part of the certification, I have met rigorous education (Bachelor’s degree) and experience requirements (6,000 hours of relevant personal financial planning activities). I must uphold high ethical and professional standards when acting as your fiduciary and providing financial advice. Accredited Wealth Management AdvisorSM (AWMA®) is a designation for experienced advisors who want to address the unique needs of high-net-worth clients. The AWMA® designation provides them with what they need to help clients capitalize on opportunities to preserve, grow, and transfer their wealth. The program contains sections dedicated to behavioral finance, working with small business owners, and succession and exit planning. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/28/2026

LPL's Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

05/26/2026

LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.

05/21/2026

LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy.

05/20/2026

This week’s Weekly Market Commentary discusses how Middle East tensions have dominated markets since late February, with ongoing uncertainty offset by diplomatic progress that has supported equities while risks remain reflected in fixed income and commodities. It also highlights that the U.S. econ...

05/19/2026

LPL's Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.

Ready to take control of your financial future? Discover how expert guidance can help you achieve your goals. Visit your...
05/19/2026

Ready to take control of your financial future? Discover how expert guidance can help you achieve your goals. Visit your website to explore personalized financial planning services designed to support you through life's changes. Learn more and start planning today!

05/14/2026

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

05/13/2026

U.S. equities rebounded sharply in April, with the S&P 500 posting its best month since 2020 as easing geopolitical tensions, strong first-quarter earnings, and continued enthusiasm around artificial intelligence fueled gains. While bonds reflected lingering uncertainty from inflation and oil prices...

05/12/2026

LPL's Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

05/08/2026

This week’s Weekly Market Commentary discusses how investors can uncover opportunities by finding growth that the market does not fully anticipate, whether through attractively valued slow growers or faster-growing businesses whose potential is underestimated. The commentary argues that the techno...

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