Chacopulos

Leadership spotlight: Theresa Chacopulos

Theresa Chacopulos
Senior vice president and senior financial advisor
Wells Fargo Advisors LLC
wellsfargoadvisors.com

Chacopulos was ranked among Barron’s Top 1,000 Financial Advisors for 2013 and was ranked No. 1 in the state of Arizona. Chacopulos serves high net worth clients, offering a customized approach to portfolio management.  A 29-year financial services veteran, she holds the Certified Financial Planner and Certified Investment Management Analyst designations.

Best advice to offer: “Wealth management as an investment-advisory discipline incorporates a number of aggregated financial services. My advice is to find an advisor that will properly manage these segments, in addition to working with your attorney, CPA or any of your professional advisors.”

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Michael Gossie

About Michael Gossie

Michael Gossie is a competitive marathon runner, Ironman triathlete and award-winning journalist who has earned more than 50 awards for writing, editing and design. He studied economics at Elmira College in Elmira, N.Y., and put his entrepreneurial spirit to work in 2007, using a 200-year-old family recipe to launch an Italian sauce company. He is most proud of being the founding president of the Steuben Arc Foundation in Upstate New York, which serves individuals with developmental disabilities, including his sister.