portrait of Terry Kotsatos

About Terry

INSPIRATION

At age 14, my grandfather, alone, immigrated from Greece to the U.S. without money or education to realize his American dream. Through hard work and a disciplined savings and investing attitude, he achieved that dream. I'm humbled by his bravery and grateful for the life lessons he instilled in me. He taught me the discipline needed to build my own financial security. Were it not for these lessons, preserving my family's financial security through a personal crisis and the Great Recession of 2008 would not have been possible. Passing these experiences and discipline onto my clientele is my way of...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable investing
  • Employee Stock Options

Work History

  • Edward JonesAugust 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Ohio State Univ-ColumbusBachelor of Arts

Personal Interests

  • Traveling
  • Music
  • Animal Rescue
  • Hiking
  • Volunteering

Team Members

  • Tami Prince
    Sr. Branch Office Administrator
    FPQP®
  • Lennette LaRiza
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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