Teresa is a financial planner with The Hatton Group. A graduate of Northeastern University, where she received her Bachelor of Science in finance and marketing, Teresa holds her Series 7, 63 and 66 securities licenses, life and health insurance licenses and the Accredited Asset Management SpecialistSM certification.
Teresa began her wealth management career at Bank of America as a premier client manager for international high-net-worth clients, providing credit, banking and investment advice. As a senior registered client associate at Wells Fargo Advisors, she provided assistance to a $400 million book of private client households over the years prior to her transition to Merrill Lynch. She joined Raymond James in 2018.
Teresa is detail oriented and strives to excel at meeting clients’ expectations at all times. She proactively uncovers our clients’ needs and presents holistic goals-based solutions.
A candidate for the Certified Financial Planner™ certification, Teresa is committed to use her experience to do the right thing for our clients and help them pursue financial freedom.
Born in the Dominican Republic and fluent in Spanish, Teresa lived in Massachusetts most of her life and is enjoying exploring the city of Atlanta through photography, visiting museums and becoming integrated with the Small Business Latino community.