Teresa (Dolan) Michaels, CFP®
Regional Manager and Financial Strategist
Teresa serves as a financial strategist, providing goal-focused, behavioral coaching for an intimate group of wealth management clients. She also manages the Wheeling advisory team, supporting them in their efforts to fulfill client commitments.
Licensing and Education
- CERTIFIED FINANCIAL PLANNER™ Professional
- FINRA Series 65, 7, 6, 63
- Bachelor of Arts in Social Work West Virginia University
- Certificate of Accountancy Robert Morris University
Accomplishments and Honors
Teresa graduated cum laude from West Virginia University
Motivated by her oldest child’s challenges with Type 1 diabetes, Teresa has held various positions over the years on the Juvenile Diabetes Research Foundation Board of Directors, Pittsburgh chapter. She currently tutors reading at her grade school alma mater, Madison Elementary School, serves as an extraordinary minister at her church, is a member of the Women’s Giving Circle in Wheeling, as well as serves as a member of the West Virginia University Financial Planning Advisory Board.
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.