Theresa E. Chacopulos – Senior vice president and senior financial advisor, Wells Fargo Advisors
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. She is insurance licensed in Arizona and has Series 7 and 66 registrations.
Surprising fact: “I started my career as a drive-in teller with First Interstate Bank.”
Biggest challenge: “In 1999, I transitioned my business, reducing my client base to a manageable number, allowing me to provide better service.”
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