Terry Rodgers Realtor
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Terry joined Masters Realty in 2016 as a Sales Associate. Previously for over 26 years he owned & operated as President the independent investment advisory firm, known as Charter Investment Advisors, Inc. There he privately managed large investment portfolios for high net worth families throughout Florida and multiple other states. In 2014 Terry’s advisory firm was acquired by Orlando-based Seaside National Bank & Trust, and Mr. Rodgers became Chief Fiduciary Officer and a Wealth Manager in the trust division. In addition, Terry was the corporate coordinator for acquisitions ending in April-2016. Terry’s extensive knowledge of investments, interest rate cycles, and real estate’s role in wealth building provide a terrific resource for his clients as well as other sales team members at Masters Realty. A resident of Orlando since 1973, when he was employed at what is now SunTrust as a Vice-President of trust investments, provides a unique and historical “experience factor” when servicing client needs. After 10 years at Sun Bank, , he established Key Trust Company as President & CEO from 1983-1988. Then he founded Charter in 1988.

Other Accomplishments:

* Masters Degree in Business – UCF, Orlando, FL
 
* BA Degree in Business & Finance - Indiana University
 
Family:
 
* Married to Paula (high school sweetheart) in 1967 (soon be 50 yrs!)
 
* Son – Richard: Attorney / Partner @ Gray Robinson et. al. Orlando
 
* Daughter-Renee: Admin. Staff @ Olympia High School; Dr. Phillips
 
Designations:
 
* Realtor – designation held since 2003
 
* Chartered Financial Analyst – CFA (active since 1981)
 
* Past President of the Downtown Athletic Club of Orlando
 
* Co-Founder/Past President: Financial Analyst Society of Central FL