Melanie White Terry Email & Phone Number

I work with busy parents at the pinnacle of their careers that want to leave a legacy for their children and/or their charitable interests.They struggle with understanding how to protect their assets, reduce taxes, and want to ensure their children’s children will have a financial gift after they are gone.I utilize my 20 years of experience as a Registered Investment Adviser to help clients create a tailored plan that helps them build assets that can last beyond their lifetime. I’m also passionate about serving as my office’s Political Involvement Leader and empowering the African American community to develop financial plans that close the racial wealth gap and build financial freedom.I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am a Licensed Agent proud to offer insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 6905 Rockledge Drive, Suite 900, Bethesda, MD 20817 | 301.214.6600 I am not licensed in all jurisdictions.Neither Harbor Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Harbor Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Registered Branch Address:16701 Melford BlvdSuite 400Bowie, MD 20715

Listed skills include Retirement Planning, Disability Insurance, Fixed Annuities, Retirement, and 30 others.