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Theresa Haney

Client Service Associate

Terry Haney is a client service associate at Octavia Wealth Advisors, working to make sure that clients receive topnotch assistance. She believes in taking care of clients in the same way she would treat her own family. That means getting to know individuals and building trust by providing thoughtful and reliable service. Her close attention to detail and excellent follow-through ensure timely and accurate responses. Terry enjoys being part of a team that communicates effectively to serve Octavia’s clients in a conscientiously integrated manner.

Before joining Octavia in 2021, Terry was an administrative assistant at St. Xavier High School in Cincinnati. Previously, she worked in products research at Procter and Gamble and was a regional manager at Gold Medal Products. She has also done volunteer work at her church and at schools in her community.

Terry earned her Bachelor of Science degree in business and marketing at Miami University in Oxford, Ohio.

On the personal side

Terry is married with three children. A lifelong resident of Cincinnati, she loves her home city! She also enjoys travel—especially vacationing with family at the beach—and has visited 42 states so far. Other interests include golf, bicycling, and gardening.