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Teresa (Dolan) Michaels, CFP®

Financial Strategist and Regional Manager

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

Community Involvement

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 and is a member of the Women’s Giving Circle in Wheeling.

Teresa’s Articles
I Stock 877920798

It's a Beautiful Day in the Economy

It's the longest economic expansion in history, but the media warns a recession is imminent. We say don't let the news headlines play with your emotions.

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West Virginia's Natural Gas Boon: What Landowners Need to Know

West Virginia's renewed surge in energy production is good news for the state's landowners. But are they prepared to capitalize on the impending growth? Find out how to anticipate future cash flow from your royalty checks and how your well's depletion rate affects your financial situation.

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A women smiling in an office, meeting with a client.

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.

Reach out for a consultation.
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