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VP, Region Manager,
U.S. Bancorp Investments
David Terrell is a region manager for The Private Client Group of U.S. Bancorp Investments. He manages the financial services activity in Southern California, Arizona and Nevada. He has 20 years of financial planning and wealth management experience, managing a very culturally and economically diverse region.
At the end of every calendar year, you should take these steps to try and save on future taxes.
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