Terrell & Associates
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Terrell & Associates
Terrell and Associates is a team you can trust! Our firm has been serving the people of Louisiana for more than 40 years. Our team of financial advisors work with you to provide the resources and information to help you reach your goals. So, whether you are just starting a family, looking to retire, or wanting to leave a legacy, we are happy serve you.

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Services
At Terrell and Associates we pride ourselves on being different. As a full service independent financial planning firm, we work for you, not the institutions. We offer a wide variety of products and services including: Investment Management, Life Insurance, and Tax Strategies. So, whether you are just starting a family and your career or looking to retire, we are happy serve you.
President of Terrell and Associates, LLC, since 1996 after starting with the firm in 1983. Roland has worked for the last twenty years to create a true team approach to financial management for individuals, families and businesses. The current team is comprised of 4 advisors of varying ages (by design) helping clients no matter the stage of life.
She is a native of the Lake Charles, LA area. She attended McNeese State University and Columbia Southern University. Stacey worked for Edward Jones for 12 years, developing a Traveling Branch Office Administrator position, which was implemented into other areas across the United States. Stacey lives in Lake Charles, LA and has two children.
A native of Lake Charles, Michelle's experience is in providing consulting, project management and database administrative services. Michelle holds a B.A. from McNeese State University. Michelle loves spending time with friends and family. She takes delight in any opportunity to enjoy the outdoors with her husband and son, enjoying such things as hiking, camping, and fishing.
I have been married to Roland Terrell for 25 years. We have two sons, Logan and Austin, which we are extremely proud of both. I like to give God credit that I am a two time cancer survivor. My work history includes hair styling, home schooling, retail jewelry sales, and currently working at Terrell & Associates.
Reviews (1)
Heath S.
Heath S.
Nov 04, 2018
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Great group of people working here. Very knowledgeable in the services they offer.