About Teresa
Serving the Orlando area, Teresa provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Teresa works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Teresa provides customized advice and guidance to high-net-worth individuals and families, working closely with business owners, to help them simplify their financial complexity. With over 25 years in the wealth management business, all serving the greater Central FL community, she is uniquely positioned to provide a personalized approach to a client’s financial relationship. She leads a team of experienced professionals to work with clients on issues ranging from Private Banking, Investment Management, Financial Planning & Philanthropy to Mortgage services and Insurance. Teresa strives to be the family’s trusted advisor and single point of contact while collaborating with a client’s existing team of advisors, such as their attorney and CPA.
Education
Florida State University, Tallahassee, FL
Licenses & Professional Designations
- Life Insurance
- CFP®
About Fifth Third Private Bank
Whether you’re thinking about buying your first home or that vacation home you’ve always wanted , we offer mortgage solutions for needs big and small—and everything in between. With Fifth Third Bank, you’ll find dedicated, experienced support right here in your neighborhood. In addition, we provide complimentary tools and education to help ensure a smooth and successful application process.Let us help you open the door to the home you love. To get started or learn more about refinancing your existing mortgage, contact us today!
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