Theresa Deady, Dir of Advisor Relationships & Onboarding

Theresa Deady

Director of Advisor Relationships & Onboarding

“We are proud of our advisors and stand true to our commitment of Gratitude, Respect, Innovation, Teamwork and Trustworthiness (G.R.I.T.T). Although the VFG advisors are independent contractors, we strive to cultivate a sense of community by sharing ideas and respecting each individual’s input. We thrive when working together towards a common goal of excellence in service!”

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 come from her role at Summit Financial Wealth Advisors, an OSJ of Cetera Financial Group. Theresa has managed large groups and has supported many advisors. As a growing firm, Theresa’s extensive expertise will help in supporting our advisors and providing a cutting-edge onboarding process.

In her spare time, you can find Theresa with her 6 grandchildren aged 5 months to 7 years. They light up her life and keep her busy. She also enjoys her Peloton, playing golf and tennis, biking, walking, reading, and spending time with good people.

Theresa’s Strengths are Relator, Responsibility, Arranger, Achiever and Restorative.

Get in Touch! 800.676.2921

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