Leadership spotlight: Theresa Chacopulos

Business Leaders | 6 Nov, 2013 |

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

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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