Based in Nashville, TN, Henry Terrell is a dedicated wealth management professional and community advocate. As the associate vice president at Raymond James, he focuses on helping clients achieve financial stability through personalized, goals-based investment strategies. Since 2018, when he joined the firm in Nashville, TN, Henry Terrell has worked with individuals and families to address their diverse financial needs, including investment, estate, and tax planning.
Mr. Terrell offers tailored financial planning strategies for his clients. For high net worth clients, for example, he incorporates more sophisticated strategies in their financial planning, optimizing the efficiency of their insurance and charitable giving. For business owners, he provides guidance on ideal business structures, buy/sell agreements, and setting up retirement plans for employees. He works with families that have members with special needs, customizing financial plans to meet their unique needs.
Mr. Terrell earned his degree in finance from the University of Georgia and later completed the Certified Financial Planner program at Belmont University. Deeply engaged in the nonprofit community, he serves on the boards of Autism Career Training and Blind Early Services Tennessee, where he also holds the role of treasurer. He previously contributed as development director for the YP Board of the Boys & Girls Clubs of Middle Tennessee, and in his free time, enjoys golf, tennis, and grilling.