Meet Melanie White Terry: This Advisor Puts Community First When Managing Nearly $200 Million For Clients At New York Life
as an advisor. “I loved it—there was never a dull moment and I enjoyed taking on a new challenge every day,” she recalls. Two years later, she joined New York Life where she has worked ever since, now mainly focusing on helping clients within the community she grew up in.White Terry prides herself on taking very meticulous notes and constantly checking in with clients, either reminding them of their goals or asking if anything has changed with their financial plans.
” For clients who are retired or retiring soon, she designates a certain portion of their dollars for a guaranteed income bucket, which may include anything from a lifetime income annuity to a pension plan or social security. For younger clients, she takes a similar approach but using different tools, paying particular attention to creating a tax-free bucket of assets.
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