Teo is a Senior Financial Advisor, who works closely with each client to develop a customized wealth management plan to achieve their short and long-term financial goals. As a trusted advisor, Teo understands that each client is unique. His process involves understanding the client’s individual circumstances; establishing clear financial objectives; making recommendations; developing and implementing measurable solutions; and periodically reviewing their plan.
Teo meets regularly with clients to monitor the consistency of their financial strategies with their personal and professional situation.
Teo has over 20 years of experience in the financial services industry. Prior to joining Wingate in July 2014, Teo held positions within the financial advisory, capital markets, and global treasury arenas.
Teo holds a Bachelor of Science degree with a major in finance from Bryant College and an MBA from Boston University’s School of Management. He is also a Certified Financial Planner® practitioner and a Chartered Retirement Planning Counselor℠.
Teo resides in Newton, MA and enjoys golfing, biking, and following the local sports teams. Teo occasionally fancies himself a handyman and takes on minor home improvement projects.