Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Theresa has been with Merrill Lynch since 1982. She has dedicated herself in assisting clients with creating wealth management strategies, providing them with personalized attention.
Theresa uses her access to the investment resources of Merrill Lynch and the banking strength of Bank of America to help address the varies aspects of clients’ financial lives. She works with clients to help identify their primary goals including education funding, retirement assets, and trust services. Then, she commits herself to crafting strategies to help clients achieve desired outcomes, while building, managing, and preserving their wealth for current and future generations.
In addition to her attention in investing, you may also benefit from the experience of a Wealth Management Lending Officer, from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Theresa is a graduate of Saint Maria Gorretti High School in Philadelphia, Pennsylvania. She is married with two grown children and two dogs.
Theresa works to provide an exceptional level of client care and service, and she invites you to contact her to see how her knowledge and service can help meet your financial needs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
St Maria Gorretti High School
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.