SCOTTSDALE, Ariz. - August 29, 2022 - (Newswire.com)
Parallel Advisors, a San Francisco headquartered Wealth Advisory Firm, is delighted to announce the addition of Teresa Milner CDFA to our superlative team of wealth advisors.
Teresa joins us with deep industry experience spanning over a decade and life experience spanning more. Her personal passion in her work lies in helping her clients find peace of mind in financial well-being. She does this through thoughtful education in de-mystifying the landscape of finances beyond just investing.
Teresa states: "My clients mean so much to me. I really feel honored by their trust and want to be a good steward of their assets. At the same time, I want to bring them a better sense of financial well-being and understanding in planning for the future as well as dealing with the present. It feels so good when my clients also become my friends."
Teresa is especially adept in helping clients navigate change and transition. This comes in many forms: career change, retirement, widowhood, divorce, inheritance and more. She holds a Certified Divorce Financial Analyst (CDFA) distinction, and though heralding from Omaha, has actively practiced in Arizona, Colorado, California, Iowa, Kansas, Michigan, Minnesota, Nebraska, Oklahoma, South Dakota, Texas, Florida, and Washington. She was a longtime resident of Nebraska and Iowa and is a graduate of Bellevue University. She will be a presence for Parallel in her new home of Phoenix, AZ.
C.J. Rendic, CEO of Parallel Advisors, said: "Teresa's personal commitment to the wellbeing of her clients as they navigate some of life's most unpredictable circumstances makes her a perfect fit for Parallel. We look forward to supporting Teresa in providing excellent service for the individuals, families, and communities that she serves."
Teresa's personal experience makes her exceptionally well-equipped to help clients facing change; she demonstrates great care, concern, and patience in her practice. She is looking forward to using the strong financial planning and broad investment resources Parallel brings to her practice.
About Parallel Advisors
Parallel Advisors is a registered, independent wealth management firm specializing in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families, and trusts accomplish their financial goals. Based in San Francisco, and with offices in Dayton, Dallas, Honolulu, and Oklahoma City, Parallel provides innovative, unrestricted, and comprehensive solutions for all clients. Parallel Advisors proudly manages approximately $5 billion in client assets and offers deep expertise in tax and estate planning and robust investment management.
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Original Source: Parallel Advisors Welcomes Teresa Milner
