Teresa Talton

Teresa Talton

CFP®, MBA
Wealth Advisor, Executive Director
Chapel Hill
Let’s Connect

Education

  • Master of Business Administration (MBA) from the University of South Alabama
  • Bachelor of Arts in psychology from the University of South Alabama

Certification(s) & Designation(s)

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

About Teresa

Teresa is an advisor in our Chapel Hill office, where she serves clients in a wealth management and financial planning capacity. Her mission is to empower clients with personalized, objective advice. She begins by listening to the vision the client has for their family, finances and future and then provides possible paths to lead them to their goals.

She enjoys working with clients in different life stages and through a variety of transitions that include divorce, retirement, senior housing options, and career changes.

Teresa’s Recommended Reads

  • 5 minutes

    Weekly Wisdom: Fed Meeting Recap – Higher Rates, Stronger Growth

    The Fed Delivers a Rate Hike The Federal Reserve raised the federal funds target range by 25 basis points to 3.75%–4.00% at its September meeting, marking the first rate increase in more than three years.1 The decision was unanimous and largely anticipated by markets, but the more important message came from the Fed’s updated projections and…

  • 2 minutes

    The Most Powerful Financial Tool Women Have Isn’t Money. It’s Their Voice.

    Why Asking Questions May Be the Key to Financial Empowerment For years, conversations about women’s financial empowerment have centered on income, investing, and retirement planning. While those topics remain important, new research suggests the real catalyst for financial confidence may be something much simpler: asking questions. According to the Savvy Ladies 2026 Mid-Year National Women’s…

  • 2 minutes

    In the News: Stephanie Temporiti Shares Inheritance Planning Insights with Kiplinger

    Inheriting a stock portfolio can create meaningful possibilities, but it often happens during a period of grief when making major financial decisions may feel especially difficult. Stephanie Temporiti, Wealth Advisor and Executive Director at Hightower Signature Wealth, recently spoke with Coryanne Hicks of Kiplinger about the questions beneficiaries should ask before deciding what to do…