Teresa Maniere
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“The time to repair the roof is when the sun is shining.”
– John F. Kennedy
With over 30 years of experience in the financial service industry, Teresa leverages her extensive knowledge and expertise to enhance client interactions, striving to make the client experience as seamless as possible. She is dedicated to providing exceptional client service and diligently handles administrative and operational tasks as accurately and efficiently as possible.
As Senior Registered Branch Administrator, Teresa's responsibilities encompass various aspects of account administration, such as opening new accounts, updating existing account information, and facilitating account transfers. Her strong organizational and communication skills enable her to effectively meet clients' needs. Moreover, Teresa is a valuable team player who treats both clients and colleagues with utmost respect and dignity.
Teresa holds the FINRA Series 7 and 63 investment registrations. Beyond her professional endeavors, she finds joy in baking, gardening, and reading during her leisure time.