Broker Check
Terri Josselyn

Terri Josselyn

Executive Assistant, Lumena Financial Strategies

Terri Josselyn was born and raised in San Diego. In 2014, she began working as an Advisor Assistant, desiring to expand her knowledge into the area of financial planning, investments and insurance.

Throughout her career, Terri has demonstrated strong administrative skills along with her friendly, professional demeanor in several industries. She spent the majority of her career supporting attorneys at local firms including trial lawyers, employment law specialists and as part of the legal department at a major company. As such, she was acutely aware of the need for confidentiality and accuracy while keeping up with the demands of a fast-paced environment. Eventually, she transitioned out of the legal field and joined a high-end local hotel as the Corporate Executive Assistant to the President and CEO where she was able to take her knowledge to the next level by adding additional responsibilities in the areas of scheduling, research and travel arrangements.

Terri has always been dedicated to excellence in her work. Her responsibilities include helping to greet clients in person and on the phone, database management and general support for the team. In preparation for each meeting, important account details including beneficiary designations and banking information are reviewed to assure that they are current and accurate. If updates are required, Terri prepares the documents and tracks the changes through completion.

On a personal note, Terri is an avid gardener, enjoying the fresh air and the feeling of accomplishment when she sees things grow. She has a very kind spirit and is involved with animal rescue (dogs, birds and even a turtle!) believing that every living thing deserves a good home and a chance to thrive. Her compassion and kindness show clearly every day and guide her actions both at home and in the office, making her a unique and valuable member of the team.

 

Terri is not employed by Waddell & Reed, Inc. but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

08/18