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
- 2026 -now Private Wealth Advisor @
- 2013 -now Wealth Management Advisor @
- 2011 -2013 Senior Vice President @
- 2003 -2011 Executive Vice President @
- 1997 -2003 Co-Founder and Executive Vice President of Customer Operations @ NewSouth Communications
- 1991 -1996 Regional Vice President and Vice President of Operations @ CTG
- 1988 -1991 Sales Executive and Sales Management @ SouthernNet
- 1985 -1988 Sales Manager @ Tel-Man
- 1984 -1985 Account Manager @ American Hospital Supply Company
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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Eddie Terrell
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