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Eric Terry

Wealth Advisor

Biography

Eric joined Northwest Wealth Strategies in 2020 after 16 years in the Banking industry. As a banker, Eric worked with business owners helping them manage their cash flow, lending needs, foreign exchange needs, payroll and many other day to day services. Never wanting to turn a client away, Eric developed a strong network of business professionals ranging from Real Estate Agents to Insurance Brokers to Investment Bankers. Additionally, Eric is a graduate of the Pacific Coast Banking School demonstrating his commitment to excellence and desire for continual professional improvement. He left Banking to pursue Financial Services because he has a passion for helping individuals prepare for their future and felt that this could extend beyond his limited scope as a banker.

Education

Brigham Young University
Utah Valley University
Pacific Coast Banking School

Hobbies

Music (bass player and singer in a cover band)
Soccer (coach and player)
Mountain Biking

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • Risk Management Strategies
  • Financial Education
  • Business Succession Planning

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance

CRN202204 - 263637

Check the background of this investment professional on FINRA's BrokerCheck