Terrell Joyner

Credentials:
  • MBA

Focus: Insurance Strategies, Investment Strategies

Languages: English

Terrell Joyner is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. As part of a planning team within the firm, Terrell and his partners focus on bringing financial literacy, awareness and comprehensive planning services to middle-class America, working primarily with LGBTQ individuals and families, teachers and small-business owners.

Terrell is the treasurer of the Paulo Frieire Social Justice Charter School, a volunteer in the BIM department at Putnam Vocational High School and a member of the West of the River Chamber and the NAIFA Scholarship Committee. His focus on education expanded recently to include an adjunct role at Elms College, where he teaches an undergrad course in personal finance. Between it all, he still manages to find time to pursue his favorite activities: horticulture, snowboarding, golfing and running.

Practice Areas
Holistic Planning
Retirement Planning
Group Benefits

Business/Civic Activities
Paulo Frieire Social Justice Charter School, Treasurer
Putnam Vocational High School, Volunteer
West of the River Chamber, Member
NAIFA Scholarship Committee, Member
Elms College, Adjunct Professor

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Charter Oak Financial

Main Office

330 Whitney Avenue Suite 600
Holyoke, MA 01040-754

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CRN202009-237189