Terri Borzelleca Fad

Terri Borzelleca Fad is the key point of contact for a client accounts and transaction inquiries as well as all client relationships for the Richmond office. She brings with her over 30 years of experience working in the financial services industry. Terri is a people person who genuinely enjoys getting to know clients and receives great satisfaction from working with clients to help them accomplish their goals.

Terri’s career in financial services began at Wheat First Securities (now Wells Fargo) in research and marketing before starting Pineno Levin & Ford Asset Management with co-founders Frank Pineno and Jeff Levin in 1997. Dakota Wealth Management acquired PLF in January 2022.

Terri earned a BS in Psychology from James Madison University.