Tag Archives: Theresa E. Chacopulos

Theresa Chacopulos - 50 Most Influential Women in AZ Business

Theresa E. Chacopulos – 50 Most Influential Women in Arizona Business

Theresa E. ChacopulosSenior 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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Wells Fargo advisor ranked No. 1

Theresa E. Chacopulos, senior financial advisor of the Scottsdale branch of Wells Fargo Advisors, LLC, was ranked among Barron’s Top 1,000 Financial Advisors for 2013, as announced in the weekly magazine’s February 18th issue.  Chacopulos was ranked No. 1 in the state of Arizona.

“I’m incredibly honored to be recognized alongside other top advisors,” said Chacopulos.  “My focus is now and always has been, to put the needs of my clients first and to work hard to help my clients succeed financially.  I’m proud to be recognized as a top advisor and I look forward to continuing to build even stronger client relationships.”

Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors.  Among the factors considered for the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment –picking abilities.

Chacopulos has 27 years experience in the brokerage industry. She is a member of Central Arizona Estate Planning Council, the Investment Management Consultant Association and the Phoenix Zoo Planned Giving Advisory Committee.  She holds Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations.  Chacopulos lives in Scottsdale with her husband and has one son.