• Theresa R. Swett

    Financial Advisor

    Business Manager

After graduating from college, Terri spent time exploring the mountains of Jackson Hole, WY before moving back East to be closer to family. In 1992, Terri was recruited by Merrill Lynch and met her mentor, future business partner and friend, Steve Waltien. Through this mentorship, Terri learned the value of collaboration between finance and community, personal relationships and the standards to which one should hold a professional advisor to. With the sudden passing of this mentor, Terri found herself at a cross roads. The evolution from sole practitioner to collaborative teammate was a simple transition. Terri partnered with the Ewins-Kowalski Team in 2013. Terri’s primary roles on the team are Relationship Management and quarterback. Whether it is creating working with clients to complete a financial plan, trading portfolios, evaluating asset allocations or responding to a client needs, she solves problems by bringing all of the firm’s resources together to meet client goals. Terri is nurturing and has genuine appreciation for the complicated and emotional financial decision that client often face. Mutual respect and integrity continue to be pillars of the EKS partnership. In addition, Terri also leads the Women initiatives for EKS Wealth Management and plans to host educational events for clients and prospects.

Originally from Gilford, New Hampshire, Terri lives in Williston, Vermont with her husband, Phil, and children, Hanna and Cullen, and their chocolate lab. As a family, they spend time in Maine with a large extended family and are active with competitive soccer. When not helping clients, Terri volunteers at local non profits, her children’s school and has served on local boards for local non profits.