Teri Kelley, MD

Teri Twarkins Kelley, CFP®, CIMA®, CRPS®
Managing Director
Family Wealth Director
Chartered Advisor in Philanthropy

Teri leads the practice for Viewpoint Wealth Management at Morgan Stanley, and is responsible for client engagement with the most complex corporate executives and business owners and their families. Teri provides her clients with investment wealth planning to include employing sophisticated tax and debt strategies to help them define and reach objectives.

Helping clients make educated decisions has been Teri’s passion throughout her career. She believes in forming personal relationships with her clients to help them identify and articulate their unique goals for themselves, their businesses, and their families. As a Chartered Advisor in Philanthropy, Teri enjoys working with families to help them develop their philanthropic goals and instill belief systems within the family.

Teri serves on the national board for Women’s Leadership Alliance, an organization whose mission is to attract more women into the business of financial advice, and to support and empower them as they develop. Teri has been on various community boards and committees to include Arizona Cactus Pine Girl Scout Council, Northern Arizona Healthcare, Boys & Girls Club of Central Arizona, Lowell Observatory Foundation, Forest Highlands Foundation, McDowell Sonoran Conservancy. Her community engagement passion is for youth, education, youth sports, and the environment.

Teri is an outdoor enthusiast and enjoys road and mountain biking, trail running and a good gym workout.  She and her husband have two adult children, two elementary age boys and a Goldendoodle named Leia. They love spending time the mountains, sand in their toes and adventure travel.