Teresa Michaels

Regional Manager And Financial Strategist at McKinley Carter Wealth Services

Teresa (Dolan) Michaels, CFP® is a financial strategist with experience in various roles in the financial services industry. Teresa (Dolan) currently works at McKinley Carter Wealth Services as a Regional Director and has previously held positions at Atlas Energy, L.P. and Pustover Financial Services. Teresa holds a Bachelor of Science degree in Social Work from West Virginia University and a Certificate in Accounting from Robert Morris University. Teresa (Dolan) is skilled in client services, compliance oversight, and facilitating communication between clients, vendors, and broker dealers.

Location

West Virginia, United States

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McKinley Carter Wealth Services

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.


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11-50

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