Theresa has been with Merrill Lynch Wealth Manageement since 1982. She has dedicated herself in assisting clients with creating wealth management strategies, providing them with personalized attention.
Theresa uses her access to the investment resources of Merrill and the banking strength of Bank of America to help address the varies aspects of clients’ financial lives. She works with clients to help identify their primary goals including education funding, retirement assets, and trust services. Then, she commits herself to crafting strategies to help clients achieve desired outcomes, while building, managing, and preserving their wealth for current and future generations.
In addition to her attention in investing, you may also benefit from the experience of a Wealth Management Lending Officer, from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Theresa is a graduate of Saint Maria Gorretti High School in Philadelphia, Pennsylvania. She is married to Charles for over 30 years, who also works for Merrill Lynch. She has two sons, Ryan who is married to Michelle. Her youngest son is C.J who also is employed at Merrill and their dog Maddie.
Theresa works to provide an exceptional level of client care and service, and she invites you to contact her to see how her knowledge and service can help meet your financial needs.
The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
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.
