Wheaton, Illinois

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Terry Trauner
Senior Financial Client Associate

Phone NumberEmailLocation


400 South County Farm Road
Suite 100
Wheaton, IL 60187

Phone: 630-871-2673
Toll Free: 877-692-8076

My Associates
David W. Hanson, CFP®

David B. Fisher

Brian D. VanderLugt

Susan Hedman

Linda Sabo

Professional Background

My career in the securities industry began in 2007 when I joined Morrison Financial Services as a client service associate. In August 2012, Tom Morrison closed his practice and we joined the Wheaton office of Benjamin F. Edwards & Co. and the Hanson-Fisher Wealth Management Group.

I take pride in my client service responsibilities and have considerable client management experience. Before entering the securities industry, I worked for another financial services provider and in human resource management with a computer manufacturer.

My husband Bob and I live in Wheaton and have three children. I am an avid gardener and enjoy many outdoor activities including biking, running and hiking.

Education and Credentials

University of Detroit – Bachelor of Science Degree, Business Administration and Human Resources