Theresa Boulos
,
Vice President, Senior Financial Advisor
4400 Route 9 South
Freehold, NJ 07728
732.308.1232
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Theresa, with her team, Fields Boulos and Associates, offers wealth management services to high-net-worth families, with particular focus on retirement strategies, wealth management, asset preservation and legacy planning. The group is a thriving team of multigeneration diverse wealth management professionals. We help affluent families nationwide use their wealth to transform goals into reality.


Theresa is currently the sitting chair of Global Wealth Investment Management Women's Exchange at Merrill, a network of about 7,000 employees focused on; business development, mentorship, recruitment, and advocacy. Theresa is very passionate about catapulting the careers of female employees here at Merrill.

Theresa and her family are long integrated members of the Red Bank and Monmouth County community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Joann M Bracken
Wealth Management Associate
732.308.1238
Priscila C Dolack
Wealth Management Client Associate
732.308.1201
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Natalie De La Calle
Alternative Investments Regional Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Theresa Boulos is registered to do business in AL, AZ, CA, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA.