Theresa joined Boston Harbor Wealth Advisors in 2022 as an Office Manager. She has worked alongside Neil Anthes, Financial Advisor, since 2017, and her organized and compassionate nature is critical to the positive environment she has helped build to serve our clients best. Theresa was attracted to the field of financial services because she feels passionate about helping others achieve their goals, and she is proud to be part of such a strong organization.

Each day, Theresa is involved with various responsibilities that include processing account paperwork, such as new accounts, transfers, and rollovers. She also regularly assists clients with questions, inquiries, and concerns and she prepares the necessary documentation for upcoming meetings and schedules client appointments and events. With each interaction, Theresa ensures that our clients are well taken of and feel comfortable in their financial future, knowing that they can trust the financial guidance from our team.

Theresa has extensive industry knowledge and brings essential background and understanding to our team. Before joining Boston Harbor, she served as the Senior Branch Office Administrator, where she managed an Edward Jones branch from 2013-2022.