Theresa Claire is a financial advisor and director of financial education at Hurlow Wealth Management Group. Theresa has over eight years of experience in the financial industry, including working as a senior associate at Jackson, Grant Investment Advisers, Inc. and as a marketing associate at Good Works Health Inc.
Theresa is a graduate of the Refinery CT, an accelerator which is transforming women led start-ups in CT into scalable businesses. Theresa is also a certified financial planner (CFP). In their current role, they provide financial planning and investment advice to individuals, families, and businesses. Theresa is passionate about helping their clients reach their financial goals and providing them with the education and tools they need to make sound financial decisions.
Theresa Claire has earned a certificate in financial planning from Boston University, a Bachelor of Arts in English from the University of Connecticut, and an AA in Liberal Arts from Norwalk Community College with Summa Cum Laude honors. Theresa also has certification from the Uniform Investment Adviser Law Examination Series 65.
Some of their coworkers include Jacob Black - Financial Advisor, Gordon Nesbit - Financial Advisor, and Mike Carson - Partner, Financial Advisor. Theresa Claire reports to John Hurlow, Managing Partner, Financial Advisor.
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