Terry Anderson is the Practice Leader at Anderson Financial, where she continues to guide the firm’s mission of delivering innovative retirement plan solutions and fiduciary excellence. With a career spanning more than 25 years, Terry has built a reputation for helping organizations design, implement, and manage both qualified and non-qualified retirement plans with a focus on compliance, investment strategy, and long-term financial wellness.

Before founding Anderson Financial, Terry led a successful retirement plan consulting practice in the Mid-Atlantic region and served as a Regional Sales Director for several national financial services firms. In these roles, she supported advisors and brokers in developing tailored retirement strategies for employers and their employees.

Terry is a recognized leader in the retirement plan industry and holds several prestigious designations, including:

• Certified Plan Fiduciary Advisor (CPFA)
• Accredited Investment Fiduciary Analyst® (AIFA®)
• Certified Employee Benefits Specialist (CEBS®) from the Wharton School at the University of Pennsylvania
• Chartered Life Underwriter (CLU®) from The American College

She is also one of the few professionals globally certified to conduct fiduciary assessments for investment stewards, managers, and advisors, and serves as an analyst for CEFEX, The Centre for Fiduciary Excellence.

Terry’s contributions to the industry have been recognized with several honors, including:

• 2017 & 2018 Financial Times 401 Top Retirement Advisor
• 2015 NAPA Top Women Advisors: MVP

Although now semi-retired, Terry remains actively involved in strategic consulting and continues to mentor professionals in the retirement planning field. She is passionate about financial education and helping organizations reduce employee financial stress through customized financial wellness programs.

Fun Fact: Terry is an avid equestrian and enjoys fox chasing with her horse, Ghillie.

Award Disclosures:

FT Top 401 Retirement Advisors: selected based on assets under management in defined contribution (DC) plans, degree of specialization, growth in number of plans and assets under management, average participation rate in advised DC plans, years of experience, industry certifications, and compliance record.

NAPA Top Women Nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees