Business Directory
FINANCIAL & INSURANCE SERVICES

Cole, Simonetti and Terry 
901.312.5089 / Fax: 901.312.5084
A financial advisory practice of        
Ameriprise Financial Services, Inc.
Julie Terry, CFP®, Senior Financial Advisor            
CERTIFIED FINANCIAL PLANNER™ practitioner
1375 W. Brierbrook Road
Germantown, TN  38138
julie.w.terry@ampf.com    
www.ameriprise.com
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc.  Member NASD and SIPC.  RiverSource
SM insurance and annuities issued by IDS Life Insurance Company, and in New York only by IDS Life Insurance Company of New York, Albany, NY, both Ameriprise Financial companies.

Northwestern Mutual Financial Network   
901.761.7794 / Fax: 901.761.7969
Cindy Williams, Financial Representative  
6060 Poplar Ave., Suite 200
Memphis, TN 38119
cindy.williams@nmfn.com
www.nmfn.com/cindywilliams
Northwestern Mutual Financial Network is a provider of Investments, Insurance, and Ideas for individuals, families, and businesses.

Shea Wealth Management  
901.683.9099 / Cell: 901.237.9783
Karen Shea, CFP®                    
1661 International Drive, Ste. 400
Memphis, TN 38120
Karen@sheawealthmanagement.com
www.sheawealthmanagement.com
Planning for Retirement, Estates, Insurance Services, Business Succession, Asset Management, & More...We are registered to sell Securities in the following states: Arkansas, California, Florida, Georgia, Mississippi, Ohio, Pennsylvania, Tennessee, Texas, Virginia.  Securities and Investment Advisory Services are offered through Linsco/Private Ledger, Member of NASD/SIPC, a Registered Investment Advisor.  Linsco/Private Ledger is not affiliated with Shea Wealth Management.     See my Cover Girl profile!

Morgan Stanley Investment Services   
901.766.6141
Celie Althoff, First Vice President/Wealth Advisor 
6410 Poplar Ave., Suite 600
Memphis, TN 38119
See my Cover Girl profile!

Wachovia Securities   
Phone:  901.818.3900
Fax: 901.818.1975
Ruth W. Lentz, 1st Vice President/Investments   
6075 Poplar Ave., Ste. 650                
Memphis, TN 38119
ruthie.lentz1@wachoviasec.com         
www.wachoviasec.com
My complimentary review of your savings program helps you make better investments to ensure your children’s college education, a comfortable retirement, affordable long-term healthcare and a sound estate plan.

Women Advocating Financial Success™
901.685.2700, ext. 131
Waddell & Reed Financial Advisors (member NASD/SIPC)
Brona E. Pinnolis, Financial Advisor  
Linda Tripp, Financial Advisor 
Paulette Williamson, Senior Financial Advisor 
8001 Centerview Parkway, Suite 103
Memphis, TN 38018
www.wradvisors.com
Creators of “Women, Money & Cheesecake,” a new way of talking with women about money. We help individuals learn about their unique financial situations, think about what’s possible, then do it.