Terry L. Carter is a Financial Advisor in our Upper Arlington location. Terry earned his Bachelor of Arts in Public Administration from Miami University and holds his Accredited Asset Management Specialist SM designation. With over 18 years of industry experience, Terry brings his extensive background of insurance sales, a concrete understanding of planning for urban lifestyles, and expertise working with diverse clientele. His work with both small and large business owners is an invaluable asset.

When faced with challenges, Terry is a problem solver. He entered the industry to help people find solutions in their financial lives. By offering creative strategies for problem solving, helping clients select products that work with their lives, and introducing financial solutions with longevity, Terry offers a comprehensive overview to clients.

In addition to his professional successes, Terry and his wife are the proud parents of two sons. They live in Dublin, where Terry is deeply involved in the athletic training of his children, including coaching lacrosse. His avid love of football has remained with him since his years as a student athlete at Miami University. You will also find him on the golf course, strengthening his competitive edge.