Eddie Terrell Email & Phone Number
Private Wealth Advisor @ Upstate Legacy Planning Group
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Eddie Terrell Location
- Greenville, SC, US
Eddie Terrell Work
- Private Wealth Advisor @ (April 2026 - Present)
- Wealth Management Advisor @ (January 2013 - Present)
- Senior Vice President @ (January 2011 - January 2013)
- Executive Vice President @ (January 2003 - January 2011)
- Co-Founder and Executive Vice President of Customer Operations @ NewSouth Communications (January 1997 - January 2003)
- Regional Vice President and Vice President of Operations @ CTG (January 1991 - January 1996)
- Sales Executive and Sales Management @ SouthernNet (January 1988 - January 1991)
- Sales Manager @ Tel-Man (January 1985 - January 1988)
- Account Manager @ American Hospital Supply Company (January 1984 - January 1985)
Eddie Terrell Education
- The Citadel
Bachelor of Arts (B.A.) (English)
1980-1984
Eddie Terrell Skills
- Wealth Accumulation
- Trust Services
- Term Life Insurance
- Tax-Efficient Strategies
- Stocks
- Sales
- Risk Management
- Retirement Planning
- Retirement Income Strategies
- Public Speaking
- Problem Solving
- Personal Branding
- New Business Development
- Mutual Funds
- Multigenerational Planning
- Money Market Funds
- Long-Term Care
- Life Insurance
- Legacy Planning
- Investment Strategies
- Investment Services
- Interpersonal Communication
- Fixed Annuities
- Financial Security
- Financial Planning
- Financial Analysis
- Financial Advisory
- Fee-based Financial Planning
- Executive Management
- Education Funding
- Easily Adaptable
- Critical Thinking
- Charitable Strategies
- Cash Management
- Cash Flow
- Business Strategy
- Business Planning
- Business Development
- Budgeting
- Bonds
- Asset Protection
- Asset Management
- 401(k) Rollovers
- 401(k) Retirement Savings Plans
- Business Financial Planning
- Estate Planning
- Planning
- Comprehensive Wealth Management
- Alternative Payments
- Leadership
- Strategic Partnerships
- Mergers and Acquisitions
- Team Leadership
- Sales Executive
Eddie Terrell Summary
- Eddie Terrell, based in Greenville, SC, US, is currently a Private Wealth Advisor at Upstate Legacy Planning Group. Eddie Terrell brings experience from previous roles at Northwestern Mutual, Medpoint, LLC, Southern First Bank and NewSouth Communications. Eddie Terrell holds a 1980 - 1984 Bachelor of Arts (B.A.) in English @ The Citadel. With a robust skill set that includes Wealth Accumulation, Trust Services, Term Life Insurance, Tax-Efficient Strategies, Stocks and more. Eddie Terrell has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Upstate Legacy Planning Group Employees
Todd Whitley
Private Wealth Advisor
Greenville, SC, US
Eddie Terrell
Private Wealth Advisor
Greenville, SC, US
Brett Smith
Co-Founder, Private Wealth Management Advisor
South Carolina, United States
Matthew Perkins
Financial Representative
Anderson, SC, US
Christopher Griffin
Director of Operations and Financial Planning Services
South Carolina, United States
Anna Hickman
Financial Planning and Client Services Associate
South Carolina, United States
Justin Sprouse
Associate Financial Representative
Greenville, SC, US
Brooke Smith
Marketing Coordinator
South Carolina, United States
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