Tag Archives: Women Financial Advisors

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.”

Fifty Most Influential Women in Arizona Business – Every year in its July/August issue Arizona Business Magazine features 50 women who make an impact on Arizona business. To see the full list, read the digital issue >>