What are the opening hours?

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

Melanie White Terry, Financial Advisor with Eagle Strategies LLC

Home
United States
Bethesda, MD
Melanie White Terry, Financial Advisor with Eagle Strategies LLC

Directions Website

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 independent 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.

11/02/2026

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

11/02/2026

Designed for professional advisors, the 2026 Advisor Symposium explores timely issues that can shape today’s client planning conversations. Hear perspectives on wealth transfer, income tax planning, family succession, advanced estate planning, and business succession and buy-sell planning—then see those concepts brought together through practical case-study discussions. Download the flyer to learn more and follow the link to reserve your seat today. https://bit.ly/47UJrOp

10/28/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!

10/28/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/4ijoaTf

Registration code: 038976

10/27/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4zV1Oib

10/22/2026

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account for select life insurance products. Speak to me today to learn more. Rates based on premium amount and other guidelines apply.
https://nyl.co/3UdbLbC

10/20/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

10/19/2026

Nobody likes uncertainty, and the markets are no exception. This year has been particularly challenging. The Global Market Strategy team at New York Life Investments has compiled actionable insights to help you navigate these volatile times.

10/13/2026

A sickness or injury doesn't care about your business timeline. And if you're unable to work, the income you rely on could be interrupted.
Many business owners plan for external risks—a slow quarter, a lost contract, or changing market conditions. Fewer have a plan for the risk of being unable to work themselves.
Individual disability insurance may help replace a portion of your income during a qualifying disability due to sickness or injury.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/11/2026

As a business owner, your ability to work is often closely tied to the income you earn.
Mortgage payments. Household bills. Everyday expenses. They don't stop if a covered sickness or injury keeps you from working.
Individual disability insurance may help replace a portion of your income during a qualifying disability.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

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

Website

http://www.harborfinancialgrp.com/

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.