Founding Partners
M. Carter Reed
Terry J. Bagwell
Terry J. Bagwell
Studied music at Belhaven College and University of Memphis
Employed by
Independent Presbyterian Church,
Memphis, TN
and Trinity Presbyterian Church
Montgomery, AL
Began financial services at MetLife as
rookie of the year in 2010
Mutual of Omaha investor services
Rookie of the year 2013
Prudential
Peak Performer Advisor Award
2012-2014
No. 2 advisor at Securian Financial in the nation 2015
Financial advisor and private wealth management banker for merrill, a bank of america corporation from 2017-2020
Rookie of the year
AmeriLife 2021
AL life and health insurance licensed as well as other states
Supporter of numerous arts organizations across the country
Married to Dr. Janet M. Reed
Father of one son (William Michael Reed II and four daughters (Emily Gaskell Reed, Julia Elizabeth Reed, Madelyn Carter Reed, and Abigail Holt Reed)
Resides in The Shoals, AL
Terry J. Bagwell
Terry J. Bagwell
Terry J. Bagwell
Graduated with B.S. degree in Accounting from University of North Alabama
May 1983
Immediately employed by Southern Natural Gas Company managed Rate Design and Purchased Gas Costs from October 1983 until January 1993
In February, !993 started as Registered Representative with Equitable Life Insurance Company - Named Rookie of Year in 1993 and Developing Sales Force Agent of Year in 1994. Appointed District Manager for Birmingham Area for Hill Agency at Equitable in March 1995 - Named District Manager of the Year in 1995, 1996, and 1997 Promoted to Agency Manager for Equitable for entire State of Mississippi in 1998 until January 2002
Became Managing Director for State of Alabama in February 2002 until March 2011
Led a Top 5 Agency for Metlife in 2003, 2004 and 2005
Re-opened an Agency for Prudential (which had pulled out of Alabama for 6 years in April 2012 until March 2015 winning Agency Directory of year for Southeast in 2012, 2013 and 2014
President of NAIFA in Birmingham 2008
Haa worked as Independent Sales Agent from July 2015 until current.
Married 38 years to Donna H Bagwell (CPA) and has three lovely daughters (Haley, Susanna and Caroline Grace), two Son-In-Laws (Matt and Rick) with one Grandson John Wells Scallions
Served on several Boards at Riverchase United Methodist
President of Riverchase Golf and Country Club 2014-2015
Served 25 years on President’s Council at University of North Alabama
Currently resides in Riverchase area just south of Birmingham, Alabama