Broker Check
Terry Geter

Terry Geter

Owner & Financial Advisor               

Terry was born and raised in Atlanta, Georgia, and has lived in Central Florida for more than 30 years. Many years of experience in the business world and financial services industry give Terry great perspective in helping individuals and families set goals and achieve their dreams. Terry’s background and expertise are in Retirement Planning, Investment Management, and Personal finances. His specialties in the areas of Estate Planning, College Education Planning, Life Insurance and Long Term Care allow him to work with individuals and families of many ages.

Terry and his wife Rachel live in Clermont. Their leisure time is spent traveling, finding unique places to dine and spending time with their children. Terry has served in many leadership roles in his life and his passion is helping others.