For Immediate Release
(781) 849-9200, ext. 230
Therese R. Nicklas, CFP® Joins U. S. Wealth Management
BRAINTREE, MA August 30, 2012… Therese R. Nicklas, CFP® of Quincy, MA has joined U.S. Wealth Management (USWM) and U.S. Financial Advisors, LLC (USFA) as a Wealth Manager.
Therese is a CERTIFIED FINANCIAL PLANNER TM Professional and is Series 7, 63 and 65 registered with LPL Financial and holds the Massachusetts Life and Health Insurance license. Therese has worked in the financial services industry since 1976. She began her career by helping people protect their personal assets and progressed to helping companies develop Employee Benefits packages that positioned them to attract and retain top talent. Her role as an Employee Benefits Specialist led to working with firms on their group retirement accounts and executive benefit packages, giving her the opportunity to look at the business from all sides. Therese will be based out of the U.S. Wealth Management home office at 139 Wood Road, Braintree, MA (781) 849-9200, ext. 242, email@example.com
Terri is a graduate of Eastern Nazarene College where she majored in Business Administration and was inducted into Phi Beta Lambda National Honor Society. Terri is a member of the Financial Planners Association, Eastern Nazarene College Alumni Association, Quincy Chamber of Commerce, Boston College High School Mother’s Guild, the Xaverian Brothers High School Alumni Parents Council and is the 2012-2013 President of the Braintree Rotary Club. She participates with the Eastern Nazarene College Business Forum and was a 15-year volunteer for the Boy Scouts of America.
“One of the many reasons I joined USWM,” states Terri, “is because of the offerings within the Truro Asset Management Program and its potential to manage risk volatility. I am thrilled to be affiliated with a firm that offers a systematized process for addressing volatility and keeping it in check. People are tired of hearing ‘stay the course’ while they watch their hard earned assets dwindle. Truro Asset Management provides a compelling model and I am thrilled to have the opportunity to offer it to my clients.”
“We are pleased to welcome Terri to our growing team. Her passion for providing financial services and products for her clients is evident,” said John P. Napolitano, Chairman and CEO of U.S. Wealth Management. “Terri has considerable experience in the field and talent for understanding her clients’ individual needs and has built a superior reputation for integrity.”
About U.S. Wealth Management
U.S. Wealth Management works with successful financial professionals with a commitment to delivering holistic wealth management solutions. The firm, which has 28 affiliates both locally and across the country, provides these professionals with a comprehensive platform of financial services, including financial planning, asset management, insurance, retirement plans, estate planning, and annuities, through its affiliated firms, U.S. Financial Advisors, LLC and U.S. Insurance Brokers, LLC. USWM also offers business-building and practice management coaching, training and support that is tailored to financial advisors, Certified Public Accountants, and attorneys.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through U.S. Financial Advisors, LLC, a registered investment advisor and separate entity from LPL Financial.