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SOTERA A. UY


2025 Qualifying Member
3 Time Qualifying Member

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MDRT DESIGNATION

2025 Qualifying Member
3 Time Qualifying Member

 

ACHIEVEMENTS

Consistent CAO Circle of Champion Gold Elite Qualifier
Consistent President’s Challenge Diamond Elite Qualifier

2025 CAO Order of Merit Qualifier
Rookie Agency Manager of the Year
3 time GAMA Awardee
Member of the Most Respected Advisor

MEET TERRY

The Financial Gardener of Dreams and Security

Sotera Uy, or simply Terry to friends, clients, and colleagues, growth has always been at the heart of everything she does.

For 37 years, she has nurtured life through landscaping, learning that the most beautiful things take patience, care, and consistency to flourish. It is the same philosophy she brings to her work as a financial advisor, helping families plant the seeds of financial security and grow brighter, more protected futures.

With 25 years in Sun Life Grepa, Terry’s journey has been rooted in resilience, purpose, and genuine service. From joining as a Regional Manager in 2005 to becoming Assistant Vice President and now serving as an Agency Manager, her success has always been driven by one simple mission: helping people live with peace of mind.

What makes Terry different is her deeply personal approach. For her, financial advising is never about pressure or sales talk. It begins with a warm “Kamusta?” and a natural storya-storya that makes clients feel seen, heard, and understood. Because Terry believes trust is where every meaningful financial journey begins.

Over the years, Terry’s dedication has earned remarkable recognitions, including being a 3 time MDRT Awardee, 3 time GAMA Awardee, Rookie Agency Manager of the Year, and a consistent Sun Life Grepa achiever through the President’s Challenge, CAO Circle of Champions, and travel incentives. But for Terry, the true measure of success has never been the awards on the shelf. It is seeing clients finally enjoy the protection they worked hard for and helping families receive support when they need it most.

Because for Terry, this work is never just about policies. It is about people, dreams, and protecting what matters most.

As Terry beautifully puts it, “I am committed to serving my clients and helping them achieve financial protection and peace of mind.” More than a statement, it is the promise she brings to every conversation, every client, and every life she is privileged to guide.

Rooted in service. Grounded in trust. Blooming with purpose.

This is Terry, the financial gardener growing dreams, security, and brighter tomorrows, one heartfelt conversation at a time.

CONNECT WITH TERRY

Stay close. Stay informed.

Build a brighter future with Terry, your trusted partner beyond a lifetime. 
Committed to guiding you through every step of your financial journey, Terry is here to help you plan, protect, and grow what matters most.