TERA WELCH

Client Relations Manager

Tera

Tera is part of our Client Relations Team and is a knowledgeable resource that you can use if you would like to set an appointment, speak with an advisor, or attend one of our informative events. Tera is here to make sure that your service experience with our firm is exceptional. Tera focuses on program development and other functions related to our client appreciation events and educational events. She is a graduate of DeVry University with a Bachelor’s of Science in Business Administration. You will recognize her by her outgoing personality and her drive to give you a great client experience!

Tera enjoys putting together enjoyable informative programs and events for Harwood Financial Group. She is a Florida native and resides in St. Petersburg with her children Tyler, and twins Mark & Mackenzie. In her personal time, Tera enjoys having quality time with her family.

At Harwood Financial Group, our goal is to make each person’s experience with our firm exceptional. One of the many ways I help our clients is by making the process of coming into see one of our advisors as simple as possible. I am passionate about believing in better and always striving to make visiting our office a superior experience for our clients. What really excites me is the chance to make something better for someone else.