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Teresa D. Chaves

Teresa D. Chaves

Registered Client Associate

Teresa D. Chaves is a Registered Client Service Associate who joined Scatolini Wealth Management in 2014. She is responsible for the day to day operations and handles all client needs including trades, account opening and processing all required paperwork. She comes with over 20 years of banking experience prior to transitioning to the brokerage/financial services industry in 2000. Prior to working at Scatolini Wealth Management Terry worked as a client associate at Bank of America Investment Services and Commonwealth Financial Network. Terry holds a Series 7 registration as well as being a notary public. She is fluent in continental Portugese and brings not only excellent customer service skills, but experience in accounting, auditing and overall front office support to Carol. In her spare time Terry likes to garden, dance and enjoys wine making as well. She loves to spend time with her family, especially her adorable grandchildren. Terry resides in Ludlow with her husband.