As President of Terrell and Associates, LLC, Roland has been with the firm since 1983. He specializes in providing financial coordination for professional individuals and business owners. He holds a Life and Health License along with Series 6, 7, 26, 63 & 65 securities’ registrations.
Roland is a graduate of American College where he has earned his FSS (Financial Services Specialist) designation. He is also a graduate of University of St. Thomas Center for Entrepreneurial Studies with a Mini-MBA. As a member of several national and local organizations, Roland has served as President and Board Member on the numerous committees of NAIFA (National Association of Insurance and Financial Advisors). He has qualified as a life member of the Million Dollar Round Table. In addition to serving as a board member of PRG (Premier Resource Group), CEO (Chief Executive Organization of Southwest Louisiana), and Iowa Merchant’s Association, Roland also assisted the Iowa Rabbit Festival and American Red Cross.
He is a Board member of the Better Business Bureau, as well as a member of the Chamber of Southwest LA, the Greater Lake Charles Rotary Club, and the McNeese State Golden Saddle Club. Roland has been a member of The McNeese Foundation, the McNeese Cowboy Club, Boys and Girls Village Foundation, Southwest LA Home Builders Association and GAMA (General Agents and Managers Association) Foundation.
Roland and his wife, Terri, have 2 sons Logan (19) and Austin (16).
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.