About
In her current position as a financial advisor at the Wealth Enhancement Group, Teresa leads the portfolio design and investment management due diligence processes for her team. She coordinates various asset transactions through advanced trading platforms and research and works with the team to find a balance in optimizing client returns, maintaining tax-efficiency and moderating portfolio risk.
Teresa lives in Hurricane, West Virginia and enjoys travel, gardening and reading.
Education
- BA - Accounting & Marketing, Anderson University
- MBA - West Virginia University, College of Business and Economics
Resources from Teresa Yutzy
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Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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