Charter Oak Advisor Terrell Joyner Named Among BusinessWest’s 40 Under 40

Holyoke, Mass., May 18, 2023—Charter Oak Financial advisor Terrell Joyner has been named among BusinessWest’s 40 Under 40 winners.

The 40 Under 40 program highlights 40 of Western Massachusetts’ rising stars—all under the age of forty—in business, nonprofit management, and community service. Winners are judged based on a range of factors, from achievements in business to work within the community.

An advisor with Charter Oak since 2014, Mr. Joyner focuses his practice on helping business owners find solutions to their financial concerns and to implement strategies to grow their businesses. He is particularly committed to coaching minority- and women-owned business leaders on running their operations like true corporations.

Mr. Joyner’s community interests are a direct reflection of his professional passion: He is a founding member of the MA LGBT Chamber of Western Mass and provides financial literacy to both students and adults.  He also serves on numerous advisory committees and is the Vice Chair of Junior Achievement of Western Mass.

Outside of these endeavors, Mr. Joyner loves to garden, golf, barbeque, and spend time with his husband, with whom he lives in Suffield, Connecticut.

To learn more about Mr. Joyner’s recognition, please click here.

 

Charter Oak Financial’s national network of financial professionals serves the risk management, business services and retirement and investment planning needs of families, individuals, and businesses across the United States. Our impact is multiplied by an uncommon commitment to delivering exceptional client experiences; cultivating authentic relationships; and being an influence for good in our communities.  To learn more, visit www.charteroakfinancial.com.  

 Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC (www.sipc.org). Supervisory Office: 330 Whitney Avenue, Suite 600; Holyoke, MA 01040. Tel: 413-539-2000.  CRN202605-4389874