Terrell, a Connecticut native and Western MA graduate, puts his passion at the forefront of his practice. He has successfully been able to help business owners find solutions for their financial concerns and implemented strategies to grow and expand those businesses. From the start of his personal planning practice, he had a large focus on individuals working in the education industry. Being married to a teacher and an educator himself, Terrell understands the struggles teachers face with balancing their workloads and personal lives. Terrell believes that with proper planning and understanding of one's goals, anyone can overcome any financial restraint and achieve their version of financial freedom. As a member of the LGBT community, Terrell has been a champion for equality and social justice. He understands firsthand the diverse skillset needed to meet the needs and desires of all his clients.
Terrell’s charitable interests are a direct reflection of his passion as he provides financial literacy seminars and is the Treasurer of Paulo Freire Social Justice Charter School. Along with his position at the Charter School, he is also the President of the Humble Hero’s Foundation. Having such a passion for education, Terrell’s roles have expanded to include being an adjunct professor at Elms college. He currently teaches personal finance to undergrad students aswell as risk management and insurance to graduate students. In his spare time, he loves to BBQ, garden, golf, run and make homemade wine.
Terrell provides services in the state of CT, MA, VT and FL. Terrell does not provide services to individuals outside of those jurisdictions. Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC.
Branch Address: 300 Whitney Ave. Suite 600, Holyoke MA, 01040
Phone Number: 413-455-6190
Planning Areas Financial Planning (Fee Based)
Business/Civic Activities Paulo Freire Social Justice Charter School, Treasurer
Humble Hero Foundation, President
Putnam Vocational High School, Volunteer
West of the River Chamber, Member
Elms College, Adjunct Professor