Theresa has worked in the Financial Services Industry for 20+ years and brings expertise in relationship building and operations. She has her FINRA Series 7, 24, 63 and her NYS Insurance License including Variable Life and Variable Annuities. Her prior experience in the independent broker dealer and advisory space comes from her role at Wealth Advisory Associates, an OSJ of Cetera Financial Group. Theresa has managed large groups and has supported many advisors through onboarding and their tenure with her prior firms. As a growing firm, Theresa’s extensive expertise will help in supporting our advisors and providing a cutting-edge onboarding process. Theresa is the moderator of the Vanderbilt Leadership & Advisory Council sharing feedback and effecting change at the firm. She also leads the Women of Vanderbilt roundtable in support or our female advisors and support staff.
In her spare time, Theresa volunteers with the Long Island Alzheimer’s & Dementia Center on various event committees. Theresa loves spending time with family and 6 grandchildren. They are a gift from above, light up her life and keep her busy. Theresa also enjoys traveling, playing golf, tennis, pickleball, biking, walking, reading, and spending time with good people.
Theresa’s KOLBE A™ INDEX is 7553, which measures the instinctive ways you take action when you strive.
Her Strengths are Relator, Responsibility, Arranger, Achiever and Restorative.
