Teresa Flores

About Teresa Flores

Teresa Flores, Senior Financial Advisor and Retirement Accredited Financial Advisor, began working with Merrill Lynch Wealth Management in 1994. She oversees portfolio management and review, bringing knowledge of insurance products and employer retirement plans to the team. As a member of the Ingleside ISD Board of Trustees since she has served in every officer position. Her position as president for the Texas Association of School Boards in Austin during the 2017/2018 school year allowed her to represent TX public education at both the State and National levels. She is married with two children and three grandchildren.Merrill Lynch Wealth Management has a 100-year history of hiring the best. They work for and with us.The Wise/Flores Team is securely anchored by 60-years\' combined experience and leadership of Jay Wise (1986) and Teresa Flores (1994). As your financial advisor team, we pull from Merrill\'s extensive resources to recommend strategies designed to help you pursue your goals. We strive to deliver a consistent top-quality experience including financial planning that goes beyond portfolio management.Client Associates Sharon Squyres (2022), Elizabeth Duhan (2018), Marianne Carlson (2019), and Edward \"Ashton\" Joos (2019) process service requests, research, and legal documents as well as provide access to credit, lending, and banking services from Bank of America N.A.Our entire team shares a common ambition: To help YOU pursue your goals and tailor a custom strategy to realize the fullest potential.Relationship + Service + Performance = Reaching Your Goals.

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Feb 1994 — Present

Education

• Ingleside High School

  High School Diploma/GED

  1972 — 1976