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.
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.
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.
