Melanie White Terry

Melanie White Terry Email and Phone Number

Financial Adviser @ Eagle Strategies LLC
Upper Marlboro, MD, US
Melanie White Terry's Location
Upper Marlboro, Maryland, United States, United States
Melanie White Terry's Contact Details

Melanie White Terry personal email

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Melanie White Terry phone numbers

About Melanie White Terry

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

Melanie White Terry's Current Company Details
Eagle Strategies LLC

Eagle Strategies Llc

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Financial Adviser
Upper Marlboro, MD, US
Melanie White Terry Work Experience Details
  • Eagle Strategies Llc
    Financial Adviser
    Eagle Strategies Llc
    Upper Marlboro, Md, Us
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  • Eagle Strategies Llc
    Financial Adviser
    Eagle Strategies Llc May 2012 - Present
    Offering investment advisory services through Eagle Strategies LLC.
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  • Harbor Financial Group
    Financial Adviser
    Harbor Financial Group Dec 2002 - Present
    16701 Melford Blvd, Bowie Md 20715
    Harbor Financial Group offers comprehensive wealth management through Eagle Strategies to business owners, executives, municipalities, high net worth individuals and families.Services include Executive Benefits, Estate & Charitable Planning, Business Continuation & Exit Planning, Asset Management, and Insurance Services.I am separately licensed as an Investment Adviser Representative under Eagle Strategies LLC and a Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Dec 2002 - Present
    Agent licensed to sell insurance through New York Life Insurance Company
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  • Nylife Securities Llc
    Registered Representative
    Nylife Securities Llc Dec 2002 - Present
    Financial Services Professional offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
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  • American Express Financial Advisors
    Financial Adviser
    American Express Financial Advisors Apr 2000 - Nov 2002
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  • Wells Fargo
    Collateral Administrator
    Wells Fargo 1998 - 2000
    View

Melanie White Terry Skills

Retirement Planning Disability Insurance Fixed Annuities Retirement Investments Insurance Long Term Care Insurance Employee Benefits Finance Securities Estate Planning Long Term Care Iras Mutual Funds Wealth Accumulation Life Insurance Series 7 Variable Annuities Asset Allocation 401k Investment Strategies Wealth Preservation Planning 401k Rollovers College Savings Plans Protection Planning/family Security Term Life Insurance Roth Ira Whole Life Buy Sell Agreements Licensed Life Insurance Agent Key Person Insurance Annuity Sales Wealth 529 Plans

Melanie White Terry Education Details

Frequently Asked Questions about Melanie White Terry

What company does Melanie White Terry work for?

Melanie White Terry works for Eagle Strategies Llc

What is Melanie White Terry's role at the current company?

Melanie White Terry's current role is Financial Adviser.

What is Melanie White Terry's email address?

Melanie White Terry's email address is mt****@****ies.com

What is Melanie White Terry's direct phone number?

Melanie White Terry's direct phone number is +120242*****

What schools did Melanie White Terry attend?

Melanie White Terry attended University Of Virginia, Georgetown University.

What are some of Melanie White Terry's interests?

Melanie White Terry has interest in Swimming, Traveling, Running.

What skills is Melanie White Terry known for?

Melanie White Terry has skills like Retirement Planning, Disability Insurance, Fixed Annuities, Retirement, Investments, Insurance, Long Term Care Insurance, Employee Benefits, Finance, Securities, Estate Planning, Long Term Care.

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