Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know your network representative.

Awards and Recognition

  • #1 Bronze Awards Year 2013-2014
  • #1 Bronze Southern Region 2013
  • NM 2020 Community Service Award
  • Million Dollar Round Table Qualifying Member 2015
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Client Testimonial

“Jamie and I feel like we are in great hands with you as our advisors. Best decision we have made for our future.”

Bryan H., Client | South Carolina

Client Testimonial

Eddie has always provided accurate guidance and advice regarding my finances. He has even supplied materials to help me understand more! I trust his expertise and know my finances are in good hands with Eddie!

Sherry Lane, Client | North Carolina
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Here are my areas of expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Financial Planning
  • Estate Planning
  • Employee and Executive Benefits Planning
  • Business Valuation Planning
  • Business Succession Planning
  • Retirement Planning
  • Business Risk Management
  • Business Continuation Planning

Financial Planning

Estate Planning

Business Employee & Executive Benefits Planning

Business Planning

Retirement Planning & Income Strategies

Business Risk Management

Business Planning & Succession

Insurance Protection Strategies

Personal

As a native of South Carolina and raised in the Upstate, I have spent most of my nearly 30+ years in business right here in our great state. Married for over 35+ years and blessed with 3 wonderful children, and 9 grandchildren, I am thankful to live, work and serve in our beautiful area of South Carolina.

Family Photo

Lending a hand in my community.

Member of various committees and advisory groups for the Prisma Health System, and The Children's Hospital.

 

 

2020 Community Service Award

Greenville financial advisor Eddie Terrell was chosen by Northwestern Mutual as a 2020 Community Service Award recipient. He joins 15 other selected financial advisors who were honored by the company for their work to give back to their local communities. As part of the award, Terrell received a $20,000 grant, which was given to Prisma Health Children’s Hospital-Upstate. He became involved with the children’s hospital after his two-year-old niece was diagnosed with leukemia. “Prisma Health Children’s Hospital–Upstate saved my niece’s life, and I’m forever grateful,” said Terrell. “Through our fundraising efforts, I want to pay it back and pay it forward to other families that need these life-saving services.”

2007 - 2011 Fundraiser for Team in Training—Leukemia and Lymphoma Society

My niece was diagnosed with leukemia in 2006. We put together a team and for four years we raised funds and ran for the Team in Training. In 2006, we finished as the #1 team in SC for funds raised. We’re blessed to report that Natalie is cancer-free and continues to thrive and grow into a young adult. We continue to support the wonderful work and research done by the Leukemia and Lymphoma Society, as they made such a positive impact on our lives.

2007 - 2010 GHS Children’s Hospital Capital Campaign

I was a member of the Development Council for the GHS Children’s Hospital Capital Campaign to raise awareness and financial support in the community.

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline