Teresa Milner
- Role
- Senior Wealth Advisor at Pearl Capital Management
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Teresa Milner
I work primarily with clients who have the challenge of a life shift, and the biggest…
Experience
Senior Wealth Advisor
Oct 2023 — Present
Pearl Capital Management welcomes Teresa Milner, a seasoned Financial Advisor and Certified Divorce Financial Analyst (CDFA®), specializing in empowering and guiding women seeking stability and success post-divorce. With empathetic support and financial expertise, Teresa helps clients navigate this phase with confidence. Jenna Biancavilla, CEO, notes.\'Teresa is an exceptional advocate for women in times of change.\' Pearl Capital is delighted to welcome Teresa as a valued addition to our team.
Skills
- Annuities (Variable & Fixed)
- Universal Life Insurance
- Tax-Deferred Savings
- Mutual Funds
- 401(K), 403 (B), Sep, and Simple Iras
- College Funding Strategies
- Disability Insurance
- Charitable Giving
- Asset Allocation
- Supplemental Retirement Income
- Long Term Care Insurance
- Wellness Programs
- Iras
- Salary Continuation
- Term Life Insurance
- Business Overhead Expense
- Income Protection
- Wealth Management
- Universal Life
- Deferred Compensation Plans
- Buy-Sell Review
- Survivor Income
- Executive Benefits Strategies
- Small Business
- Investments
- Pension Plans
- Wealth Accumulation
- Iras (Traditional and Roth)
- Buy-Sell Agreeements
- Informal Business Valuation
- Split Dollar Plans
- Key Person Insurance
- Business Development
- Dental Insurance
- Business Continuation Strategies
- Financial Needs Analysis
- Long-Term Care Insurance
- Strategic Financial Planning
- Estate Planning
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