Tag Archives: Theresa Chacopulos

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.”

Chacopulos, Theresa 3-12_cropped_USE THIS ONE

Chacopulos among Top 100 Women Financial Advisors

Theresa Chacopulos, Senior Financial Advisor and Senior Vice President – Investments, at Wells Fargo Advisors, LLC, in Scottsdale, Arizona, was named to the prestigious 2013 Barron’s “Top 100 Women Financial Advisors” list.  Chacopulos was number 8 on the list.  This is her 6th time making the list.

The list, published annually, provides readers with a comprehensive, objective look at the top women advisors as determined by the volume of assets overseen by the advisors and their teams, revenues generated for their firms and the quality of the advisors’ practices.  Barron’s magazine is one of the industry’s leading publications.

Chacopulos has consistently been recognized for her client service standards at Wells Fargo Advisors where she’s been named a “Premier Advisor.”  The Premier Advisor program honors those advisors who are meeting or exceeding Wells Fargo Advisors’ highest standards of excellence.  Earlier this year, she was also recognized as one of Barron’s 2013 “Top 100 Financial Advisors” in the country, where she was ranked the number one advisor in the state of Arizona.  In 2011, she was inducted into Research Magazine’s “Advisor Hall of Fame.”

Chacopulos has been with Wells Fargo Advisors for 25 years and has 29 years of experience in the industry.  She is very involved in her community, choosing to dedicate her time to the Phoenix Zoo and Autism Speaks.  Her office is located at 8601 N. Scottsdale Rd. Ste. Scottsdale, AZ  85253.