Instructor Biography

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Terry L. Seaton, CPA, PFS, CFP™

Terry L. Seaton is the Owner and President of Seaton Financial Advisors, LLC.
Seaton Financial Advisors is an independent, fee-only registered investment advisory
firm (RIA) registered in the State of Florida.

Mr. Seaton graduated from the University of Florida with a Bachelor of Science in
Industrial Engineering and a Masters degree in Business Administration (MBA). He is a
Certified Public Accountant (CPA), Certified Financial Planner practitioner (CFP1m) and
holds the Personal Financial Specialist (PFS) certification issued by the American
Institute of CP As.

Terry has held numerous positions with BellSouth Corporation including DirectorRevenue
Requirements, Director-Accounting Policy & Internal Controls, DirectorBusiness
Case Development and General Manager- Jacksonville Operations (BellSouth
Entertainment). Terry has been providing financial planning and investment
management services to clients in northeast Florida since 2002.

Terry has a wide range of financial experience including retirement planning, estate
planning, investment management, tax planning, college planning, business case
development, accounting operations and accounting policy. He is a member of the
American Institute of CPAs (AICPA), Florida Institute of CPAs (FI CPA) and the
National Association of Personal Financial Advisors (NAPFA).

Terry volunteers in community and professional activities including:
o Board of Governors (2008-2013)
o Financial Literacy Committee (Chair-2012)
o Investment Policy Committee (Chair 2013/2014)
o Chapter Operations Committee (Chair-2012/2013)
o Elder Care Committee (2014-present)
• AICPA: National Financial Literacy Commission (2011-2014)
• AICP A: Consumer Education Advocates
• Betty Griffin House: financial literacy workshops
• Bartram Trail High School: Advisory Board and classroom speaker
• Building Homes for Heroes

Terry and his wife Barbara have been married since 1972 and have two sons and two