Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Terri Koller Eads, ChFC®, CLU®, REBC®, RHU®

Owner

321-267-8816

321-267-8811

[email protected]

Terri Koller Eads, ChFC®, CLU®, REBC®, RHU® has been in the financial services industry for 21 years, building long-term relationships to help her clients reach their financial goals. To implement these strategies, she offers a variety of financial products and services including financial needs analysis, insurance, annuities, investments, business planning, estate, and retirement planning.

Vision:

My goal is to provide individuals and small business owners with comprehensive insurance, income replacement, investment, and retirement planning services. My program of integrated planning offers balanced, flexible strategies designed for your particular circumstances and objectives. I will develop a well-conceived plan designed to help you achieve optimum performance and exceptional value.

Education:

Bachelor of Arts in Psychology (Magna Cum Laude), University of Central Florida 1996

Registered Health Underwriter®, The American College of Financial Services 1998

Registered Employee Benefits Consultant®, The American College of Financial Services 2001

Chartered Life Underwriter®, The American College of Financial Services 2007

Chartered Financial Consultant®, The American College of Financial Services 2016

Professional Affiliations:

National Association of Health Underwriters

National Association of Insurance and Financial Advisors

Community Affiliations:

Titusville Area Chamber of Commerce