As a Wealth Advisor for the New England South Team, Theresa advises high-net-worth individuals, families, business owners, and senior corporate executives on comprehensive financial planning. Her areas of expertise include advanced estate, tax, and retirement planning, as well as investment counseling and risk management.
Theresa has 17 years of experience in the financial industry and holds the following distinct designations: Certified Private Wealth Advisor (CPWA®), Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®). She is regarded for her engaging nature and her client-centric down-to-earth demeanor, which serves as the foundation of trust she builds in her client relationships.
Prior to joining Clarfeld in 2020, Theresa was the Regional Financial Planning Director for UBS’s San Diego complex where she worked closely with financial advisors to assist with their clients’ more complex needs.
Theresa was recognized with a 40 under Forty award for Rhode Island, and resides in Westerly Rhode Island with her family. She is active with numerous organizations by serving on gala planning committees, and being involved with Clean Ocean Access. She also volunteers with the Connecticut Association for Human Rights as a Financial Coach. Theresa enjoys practicing yoga, meditation, photography, and hiking.