Teresa has been a professional in the financial services industry since 1982 and uses the knowledge and experience that she has gained to serve her clients on a daily basis. Prior to joining Raymond James, Teresa worked at Morgan Stanley Smith Barney in Austin, where her achievements earned her many honors, including the Chairman’s Council Award.* Teresa completed and passed the CFP exam in 2007, Wealth Management Certification in 2015 and the Accredited Fiduciary Certification. She is also an alumna of Babson College and the University of Houston.
Teresa's areas of expertise include:
Teresa is well-suited to educate our clients about their portfolios and to foster plans tailored to their unique goals and objectives. In offering a personalized approach to goal planning and investing, she takes pride in developing close relationships with each of her clients.
Teresa has spent the majority of her life in Texas and has lived in the Austin area since 1994, where she lives today with her husband, Russ, her children, Jennifer and Erika, and her two long-haired dachshunds, Giddy and Raven. In her free time, Teresa enjoys running, swimming, fly fishing, water and snow skiing, horseback riding, and spending time with her family. She is a member of Dell Children's Hospital Circle of Friends, the Austin Women’s Chamber of Commerce, and Austin Rotary Club, serving on many committees, including Global Grants, Camp Enterprise, and Group Youth Exchange. She also served on the Development Committee for St. Theresa's School.
She is working with the Austin Creative Trust and is on the Parent’s Leadership Council for the School of Arts Institute of Chicago.
*Membership is based on production.