Melanie White Terry
Melanie White Terry, a financial adviser for 14 years, is a registered investment adviser with Eagle Strategies Corp., a registered representative with NYLIFE Securities LLC, and operates through Harbor Financial Group. She helps individuals, families, businesses, and nonprofit organizations crystallize their objectives and make sure the plan they want is the plan they have.
Terry was published in the February 2013 and 2014 issues of Baltimore Magazine as a Select Wealth Manager. She is a leading contributor of the Greater Washington General Office for the $50 Billion Empowerment Plan, a President’s Council member; among the top 4 percent, a member of the Million Dollar Roundtable, among the top 1 percent in the industry, and a main platform panelist at the Conference for African American Financial Professionals where former Secretary of State Colin Powell was the keynote speaker.
One of her financial planning cases was featured on New York Life’s website, published, and distributed to more than 7,000 financial advisors, attorneys, and accountants nationwide as part of the Advanced Planning training that the company sponsors.