Experienced team adds new member and continues commitment to grow, preserve and protect your wealth
Published 7:00 pm Tuesday, January 30, 2018
<p class="p1">Local financial advisory firm, Terrell & Associates, has added an experienced advisor to their team. A firm rooted in Southwest Louisiana for more than 40 years, Terrell & Associates, is a multi-generational team of advisors built to serve clients at every stage of life.
<p class="p2">This team of financial advisors is client focused and is building lasting relationships with their clients. While their style may be relaxed, the team is serious about finance. Having the Terrell team on your side can help you identify risk, set your goals, and develop a plan to achieve those goals.
<p class="p2">“We work for you, not the institutions,” said Roland Terrell, Financial Advisor and owner of Terrell & Associates.
<p class="p2">Stacey Dion Corbello is the newest financial advisor on the Terrell & Associates team. She may be new, but she is anything but an ameteur, according to Terrell. With more than 20 years of experience in the financial services industry, Stacey brings a new perspective to an already multi-generational team. Terrell has been developing his team for decades. With their team approach, clients of Terrell & Associates benefit from multiple perspectives, diverse backgrounds, and broad networks.
<p class="p2">When discussing a plan for a client, it isn’t uncommon for the advisors to debate different options available to their clients. It is a source of pride for the Terrell advisors to exhaust every option before finalizing a plan. Being independent advisors, the Terrell team is not tied to one company enabling a broader source of investment options for their clients.
<p class="p2">“I am looking forward to growing not only in knowledge but also in services I am able to offer my clients with Terrell & Associates. I am excited to be a part of a team that has similar values and a client-centered focus,” said Stacey Dion Corbello.
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<p class="p2">Clients of Terrell & Associates value the relationship built with the advisors and know they will be there when they need them. The team of advisors educates clients on what can be complex plans in simple, straight forward terms.
<p class="p2">Whether you are a business owner, teacher, police officer, industry worker, engineer, or professional, Terrell & Associates can work with you to help you achieve your goals. Helping clients understand what they have and how to maneuver the financial landscape. Terrell & Associates advisors do not limit the discussion to retirement plans and insurance.
<p class="p2">At Terrell & Associates, it’s not a cookie cutter approach, said Randy Harless, RICP financial advisor. “We work with a broad base of clients and use a holistic approach to best serve individual needs.”
<p class="p2">With a casual approach to learning the client’s individual situation and needs, Terrell advisors put the relationship first. Independent and client-centric, Terrell & Associates offers a diverse mix of financial services and products. From retirement and estate planning to life insurance and business planning to investment management, the Terrell & Associates team is built to serve you.
<p class="p2">If you feel overwhelmed by simply saying “retirement planning,” the team at Terrell Associates understands. While this financial advisory firm offers term and permanent life insurance, IRAs, annuities, investment accounts, and retirement accounts like 401(k)s and IRAs, they are true advisors who put the client first and go beyond just investments and products.
<p class="p2">Rhea Shields, financial advisor, had this to say about the products offered, “We work with multiple national companies, researching what works for each client is a priority.”
<p class="p2">A team of financial advisors committed to being there for you when you need them the most, Terrell & Associates advisors are determined to be there for their clients long-term. So, whether you are considering retirement, don’t fully understand your life insurance, or are just starting your career, the team of licensed financial advisors at Terrell & Associates can give you “Confidence For Your Future.”
<p class="p2">“The worst thing you can do is procrastinate.” said Matt Shaheen, financial advisor, “A good analogy is this: The best time to plant an oak tree was 30 years ago; the second-best time is today.”
<p class="p2">Find out how you can benefit from the services of Terrell & Associates. Call today: 337-474-4025 or you can visit TerrellandAssociates.com.
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<p class="p4">Securities offered through Questar Capital Corporation. Member of FINRA/SIPC. Advisory services offered through Questar Asset Management, a registered investment advisor. Terrell & Associates, LLC is independent of Questar Capital Corporation and Questar Asset Management.
If you feel overwhelmed by simply saying “retirement planning,” the team at Terrell Associates understands.
