Senior Vice President Head of Fiduciary Services & Administration 508-591-6221 firstname.lastname@example.org
Teresa has over 30 years’ experience in the banking, investment management and
trust administration arena. Her focus has always been to help her clients achieve
their goals on their terms. Her work with Advest, Inc., lnfinex Financial Group and
Savings Institute Bank and Trust encompassed branch management, corporate cash
management, investment management and trust administration. Teresa works with
both individual and corporate clients, and heads up our Connecticut office.
Teresa holds a Bachelors of Science in Business Management from Providence
College. She received the Certified Financial Planner (CFP®) designation in 2009. She
held FINRA Series 7, 24, and 63 licenses, as well as the Connecticut Life and Variable
Annuities License. She has been awarded the Connecticut Five Star Professional
Designation in Trust Administration for 3 consecutive years. She currently serves
on the Board of Directors for the Estate and Tax Planning Council of Eastern
Connecticut and the Finance Committee for St. Michaels’ Church in Pawcatuck, CT.
Teresa grew up in Westerly, RI. She currently lives in Pawcatuck, CT with her
husband John, and has two adult children. She’s also a Justice of the peace for the
State of Connecticut, and enjoys working closer to home so that she can spend
more time involved with community organizations.