Terry Edwards is a seasoned financial services professional with over 20 years of extensive experience. Prior to launching Secure Financial Partners a decade ago, Terry worked as a banking executive for 16 years. He also worked as an Investment Representative for a well-known financial services firm. The mission of Secure Financial Partners is simple, they help clients protect what matters most: their life, health and wealth.
They accomplish this by helping their clients implement proven strategies to accumulate, preserve and plan for generational wealth transfers. Some strategies include life insurance structuring, Medicare supplement and advantage plans, tax efficient retirement strategies and estate planning.
Throughout his career, Terry has worked with a diverse range of clients, helping them navigate their complex financial landscapes and achieve their financial objectives. Terry has cultivated strong relationships built on trust and integrity, earning a solid reputation for his commitment to his clients’ success. He is passionate about financial education and often conducts workshops and seminars to empower others with the knowledge needed to make informed financial decisions.
Terry holds a Bachelor of Science degree in Business Administration with a concentration in Economics and Finance. He also holds a Master of Business Administration with a concentration in Management. He also holds a North Carolina Insurance License with lines of authority in Life, Health and Medicare/Long-Term Care.
In his spare time, Terry enjoys spending time with his wife and four kids, serving on the Finance Committee at his church, traveling and volunteering with local community organizations including Winston-Salem Forsyth County Schools. He believes in giving back and is dedicated to helping others achieve financial literacy and stability.
President and CEO of
Secure Financial Partners
Secure Financial Partners, LLC