Senior Private Wealth Associate
With more than 20 years of experience in the financial services industry, Teri focuses on offering clients a high level of individualized service. Her responsibilities for the team include coordinating new account documentation, maintaining existing accounts and providing administrative support to the team. She is proud of her accessibility, reliability and efficient service, and she strives to enhance clients' overall experience.
Prior to joining Merrill Lynch in 1991, Teri worked for seven years in the banking industry. She lives in Midland, Michigan with her husband Ron. They have two adult children.