Melanie White Terry, Financial Advisor with Eagle Strategies LLC

Melanie White Terry, Financial Advisor with Eagle Strategies LLC Offering investment advisory services through Eagle Strategies LLC. No insurance business may be conducted outside these states referenced.

I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of CA, DC, GA, MD, SC and VA. As such, these services are strictly intended for individuals residing in the states referenced. I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other indepe

ndent unaffiliated insurance companies in the states of AZ, DC, GA, MD, OK, PA, SC and VA. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 6905 Rockledge Drive, Suite 900, Bethesda, MD 20817, 301-214-6600. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, GA, MD, OK, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced. Neither Harbor Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Harbor Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Registered Branch Address:
16701 Melford Blvd. Suite 400
Bowie, MD 20715

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

It’s an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbe...
07/21/2026

It’s an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. Being a 5-time recipient of this prestigious acknowledgment fills me with gratitude and pride. I remain deeply thankful to my clients and colleagues, whose trust and collaboration make this achievement possible. Learn more about the list and the ranking methodology here https://www.forbes.com/lists/best-in-state-financial-security-professionals/

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.
06/20/2026

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

05/31/2026

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? Right now, New York Life is offering a 10% first-year interest rate and 5% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

Scan the QR code and register for today's Virtual Client Seminar!Here’s the registration link: https://bit.ly/4euYG5a
05/07/2026

Scan the QR code and register for today's Virtual Client Seminar!

Here’s the registration link: https://bit.ly/4euYG5a

Scan the QR code and register for today's Virtual Client Seminar !
05/07/2026

Scan the QR code and register for today's Virtual Client Seminar !

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can a...
04/28/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
04/28/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s d...
04/28/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

Meet our 2025 Scholarship Winners!Parents—register your high school junior or senior for the 2026 Golden Futures Scholar...
04/24/2026

Meet our 2025 Scholarship Winners!

Parents—register your high school junior or senior for the 2026 Golden Futures Scholarship: https://bit.ly/3QIR6tH

Once registered, they’ll complete financial education modules and a short essay to apply.

Deadline: May 31
Start early to give them the best shot!

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :https://bit.l...
03/31/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :
https://bit.ly/3NXCdCX

Address

6905 Rockledge Drive, Suite 900
Bethesda, MD
20817

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Alerts

Be the first to know and let us send you an email when Melanie White Terry, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share