Terry Leann Keltner-Morgan Stanley

Helping clients like you achieve all of your goals starting with a foundation in financial planning

My goal is to work with you and create a Plan to help Preserve, Grow, or Transfer wealth in an effort to meet your long-term goals.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Knoxville is here for you, serving the greater Knoxville area, including Farragut, Seymour, Maryville and Oak Ridge. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.