Teresa Dolan Michaels, CFP®
Financial Strategist and Regional Manager

Teresa Michaels

Financial Strategist and Regional Manager

With a decade of financial services experience, Teresa Michaels serves as Financial Strategist and Regional Manager. Overseeing the Wheeling advisory team, with a commitment to excellence in client care, Teresa is responsible for providing support and encouragement to our advisors, helping them remove road blocks, and finding solutions to help advance their work with clients.

After many years of working at home to raise her children, Teresa reentered the workforce in 2008 as a licensed sales assistant for a financial services firm located in Imperial, PA.  In this capacity, she worked directly with the firm’s owner and primary advisor to build and maintain client relationships.  In addition to daily client care and service, she was responsible for processing investment transactions; generating client statements and tracking portfolio performance; coordinating the annual compliance audit; and creating and maintaining FINRA required reports. In 2010, she earned her Series 6 and 63.

In 2014, Teresa transitioned to the broker dealer side of the industry by accepting a position as Manager of Investor Services with Atlas Energy.  In this role, Teresa served as the point of escalation for calls from registered representatives, investors, and broker dealer back offices.  She also reviewed trusts, wills, and other legal documents; coordinated and executed completion of time-sensitive deliverables; and developed and nurtured relationships with custodial back offices. It was at this time that she earned the Series 7 license.

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.

Teresa was born and raised in Wheeling, WV.  She and her husband Bryan recently moved back to Wheeling after living elsewhere for over 25 years. Outside of work, Teresa is involved in a variety of organizations and community groups, including the Juvenile Diabetes Research Foundation’s Western PA chapter, where she has served in various board positions.  Teresa and Bryan are parents to two children, Lauryn and Trent.

Community Involvement

Ohio County Schools volunteer; Juvenile Diabetes Research Foundation/Western PA Chapter