Investment Administrator
Teresa Sollom is focused on client satisfaction and operational efficiency, ensuring every individual receives the support they need to achieve their financial goals.
Teresa’s primary responsibility is to communicate with clients, fulfilling their needs promptly and effectively. She excels in organization and preparation to ensure every client has a seamless, collaborative, and informed experience.
Education & Background
Specialties
Teresa takes pride in providing excellent client service, going above and beyond to address client needs. Her dedication to honesty, respect, and kindness forms the cornerstone of her authentic approach to client service. She is driven by her goal to become a financial advisor at Premier Financial Group.