Terry Eskind

Advisor at Edward Jones

Claim profile

Credentials

Series 63, Series 65

Edward Jones logo

Firm

Edward Jones

Location

Conover, NC 28613

Expertise

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2010 - Present (16 years)

Similar advisors near Terry

Deaton S

CFP®, ChFC®

Hickory, NC

Thayer Financial, L.L.C.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Gen X (Born 1965-1980)

Tiffany L

Series 63, Series 66

Newton, NC

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance

Brandon W

Series 66

Hickory, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management

Tim B

ChFC®, Series 66

Claremont, NC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning

Daniel W

Series 66

Conover, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional

Denise C

Series 66

Hickory, NC

Edward Jones

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Military & Veterans Founder/Business Owner

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev