Eddie Terrell
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Eddie Terrell
When it comes to financial and estate planners, there are academics and there are…
Experience
Wealth Management Advisor
Jan 2013 — Present
As a financial professional, I speak with many different clients—individuals, investors, companies, and business owners alike—who have unique circumstances, needs, and objectives. I believe it is important to build a strong relationship of trust and collaboration with each client so that I can better serve their needs. Through this relationship, I’m able to offer sound business, financial, and wealth management advice based on a thorough analysis and understanding of the client’s financial goals. Then, we work together to develop the right plan to achieve those goals. With the plan in place, I become the client’s coach, leading and encouraging them to follow the strategy, and also holding them accountable to their plan and goals. Getting the client to the \"coaching\" stage is my ultimate mission because it means we\'re on the way to success. If you’re looking to protect your assets, grow your investments, and ensure that you and your family are taken care of—according to your objectives and timelines—I am fully licensed for all securities and provide comprehensive wealth management advice, estate planning services, tax strategies, and retirement income/deferred compensation plans. I can even assist you if you have an existing financial plan that you simply need help managing. If you’re a business owner interested in building growth and profitability while securing your company against loss, I provide a broad range of financial advice including: business planning to create a solid foundation; key employee and succession planning to maintain operational continuity; and tax strategies to ensure fairness and compliance. My strong background in business and banking means I know the challenges you face, and I can seamlessly integrate with your current advisory team and working groups. Contact me to schedule a consultation or to learn more about me, my network, and my team. We can help fast-forward your goals into the NOW. e••••••••@nm.com | 86••••••55
Education
The Citadel
Bachelor of Arts (B.A.), English
1980 — 1984
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