Broker Check

Meet Terry

You have accomplished a lot in your career, however, the benefits program with your company or your employer feel restrictive due to low contribution limits offered in traditional qualified plans.

You want more tax benefits and higher contributions limits but haven’t found the answer.

Our innovative and customized solutions can fix this problem. We have access to not only traditional planning tools, but also institutional tools that previously were only available to large corporate benefits programs.

These tools can lessen or eliminate your tax burden, accumulate without contribution restrictions and some programs are even designed to keep these accounts assessable and liquid.

Let’s talk if any of these are an issue:

  • Maxing out your qualified plans (SEP, 401k, SIMPLE, IRA, ROTH, etc.)
  • Sitting on a lot of cash or non-qualified taxable assets
  • Wish you could contribute significantly more to employer plans
  • Are a high income earning executive with a large part of your portfolio is sitting in 1 or 2 individual stocks
  • Run a business and want to reward key employees and yourself
  • Want to build a strategy for retaining employees
  • Just want more tax efficiency overall in your portfolio

Let’s build a custom plan to save more, earn more, pay less in taxes and keep more of what you deserve.

Ready to talk? Contact me at or call me directly at (206) 956-6220. I keep things short and to the point.

Terry Terrell

West Region - Vice President

(206) 956-6220

(206) 956-6202

I am a Regional Vice President with Equitable Advisors LLC. I hire professional, motivated, entrepreneurial minded individuals who have a strong desire to live a well-balanced lifestyle via a potentially lucrative career opportunity. We supply full training, mentorship and support. You do not need a financial background to be strongly considered.

Impact, Independence and Income. If these three words are important to your career then let's sit down and explore if it makes sense to start a career with Equitable Advisors where you can make a true difference helping others accomplish their financial goals. Equitable Advisors is an Equal Opportunity Employer M/D/F/V

As a Financial Consultant with Equitable Advisors LLC, I have been able to show individuals and small business owners the road map to the future. With the extensive resources available to me, no matter how big or small, you can be reassured that my team and I have the ability to handle your situation.

We set up tailored plans for each individual client, focusing on retirement planning, estate planning strategies, insurance protection, college funding, and retirement income strategies helping business owners and individuals to minimize taxes while maximizing income.

Key areas of concerns that we find our services particularly helpful:

  • Rollovers
  • IRA contributions
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Education Funding
  • Estate Planning Strategies
  • Small Business Retirement Plans

I am a graduate of University of Washington with a Bachelors of Science Degree in Informatics. Currently maintain the FINRA Registrations Series 24, 7, 66, as well as Life and Health insurance licenses.

As a proven financial professional I make the planning process easy, educational and very impactful keeping my client wondering why they waited so long to take the next step to financial independence.

Learn more about the Seattle/Bellevue Branch

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.