Henry Terrell - Vice President at Raymond James in Nashville, TN

An associate vice president and wealth management executive at Raymond James since 2018, Nashville, TN, resident Henry Terrell assists individuals, families, businesses, and 401(k) providers with wealth management and financial planning challenges. Henry Terrell takes a customized approach to achieving clients’ goals in Nashville, TN, whether focusing on low-cost planning, individuals with special needs, or high-net-worth individuals' strategies in estate planning and charitable giving.

Mr. Terrell leverages his education and professional certifications to offer bespoke wealth management strategies and financial advice. He holds a bachelor of arts in finance from the University of Georgia, where he graduated in 2015. He later pursued a Certified Financial Planner graduate program at Belmont University and a Chartered Special Needs Consulting License from the American College of Financial Services. He sits on several boards, including Blind Early Services Tennessee and the Autism Career Training. Other engagements include a new committee member position at the Phoenix Club of Nashville, a former vice president of membership position at Club Blue, and middle school football coaching at Franklin Road Academy.