Teresa is an advisor in our Chapel Hill office, where she serves clients in a wealth management and financial planning capacity. Her mission is to empower clients with personalized, objective advice. She begins by listening to the vision the client has for their family, finances and future and then ...more

Teresa is an advisor in our Chapel Hill office, where she serves clients in a wealth management and financial planning capacity. Her mission is to empower clients with personalized, objective advice. She begins by listening to the vision the client has for their family, finances and future and then provides possible paths to lead them to their goals. She enjoys working with clients in different life stages and through a variety of transitions that include divorce, retirement, senior housing options and career changes.less