Teresa Dolan Michaels, CFP®
Teresa Dolan Michaels is a Financial Strategist, working in the firm’s corporate headquarters located in Wheeling, WV. She works directly with David McKinley providing client care and support for the firm's more complex relationships.
Teresa graduated cum laude from West Virginia University with a degree in social work. In 2009, she earned a certificate of accountancy from Robert Morris University. She is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 & Series 65 licenses.
Teresa is active in a variety of community organizations, including the Juvenile Diabetes Research Foundation’s Western PA chapter.
Posts by Teresa Dolan Michaels, CFP®
