A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Torry Dell Financial planner
About me
With more than 15 years in financial services, spanning institutional retirement plans and business development, I am equipped with expertise and a genuine knack for making planning feel approachable. For me, financial planning has always been personal. I'm passionate about helping people build the kind of financial wellbeing that gives them room to breathe and live life on their terms. I listen first, keep things practical, and build relationships that last well beyond the first meeting. I live with my husband and our two sons and am happiest outside 鈥 out on a bike ride or just soaking up fresh air while listening to my favorite podcast.
Education
Bachelor of Arts, Journalism and Mass Communication - University of South Carolina
Master of Business Administration, Business - George Washington University
Services
Financial planning, Retirement planning, Investment management, Insurance guidance, Tax planning, Estate planning
Locations
Please see the important information below if the planner holds a CFP庐 designation. Not all planners will hold this designation.
听
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP庐, CERTIFIED FINANCIAL PLANNER庐, and CFP庐 (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization鈥檚 initial and ongoing certification requirements to use the certification marks.
Working With US
Financial planning is a personal pursuit. As your financial advisor, I鈥檒l get to know you 鈥 your specific goals, your concerns and what you want to accomplish. By understanding where you鈥檇 like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we鈥檒l build a personalized plan that can give you the best opportunity to reach your goals.
听
听
Certain services provided on an educational and guidance basis only.
Frequently asked questions
Yes, 91传媒 Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it鈥檚 a legal requirement, but because it鈥檚 the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
A financial advisor can help you focus on the future and gain control of your personal finances. 91传媒 Engines financial advisors know how to help optimize your portfolio for today 鈥 and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.
While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.
Every financial advisor at 91传媒 Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.
You may also view the for financial advisors.
We recommend that you work with an advisor who is in your area. For those who do not live close to an 91传媒 Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Don鈥檛 see a location near you? Our National Advisor Center can help.
Here at 91传媒 Engines our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.
Your wealth planning team is led by your local advisor in your area, who will get to know you 鈥 your specific goals, your concerns and what you want to accomplish. Together, you鈥檒l clarify what wealth means to you and explore how much further you鈥檇 like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.
