As a Financial Advisor and Senior Portfolio Advisor, Tessa works closely with a select group of individuals & families to Develop, Plan and Execute custom Wealth Strategies. Many of Tessa's clients are corporate executives, business owners, venture capitalists and professional athletes, seeking guidance & service as they build wealth through the Private & Public markets. Tessa has extensive knowledge regarding executive compensation, including Navigating stock bonus plans, Concentrated positions and Deferred Compensation plans.
Tessa follows a disciplined process that begins with intimately understanding each client's unique financial situation. She is passionate about providing exceptional service, personalized advice and acting as a full balance sheet advisor. Tessa is a CERTIFIED FINANCIAL PLANNER® professional.
Tessa is a graduate of the Penn State Smeal College of Business. At Penn State, she was Co-Captain of the Division 1 Cross Country/Track and Field teams, an NCAA All-American, School Record Holder and Big-Ten Distinguished Scholar.
In her free time, Tessa enjoys traveling, spending time with friends & family, and running marathons.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
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.
