Partner and Operations manager Teresa Flores has worked in the financial services industry since 1995. Prior to her current role with Pinnacle Peak Private Client Group, Teresa has been a registered sales assistant, transition specialist and senior field office team leader for four offices. This wealth of experience has given her deep insight into the complexities of financial management and a keen understanding of what clients need in order to feel well-informed and confident in the services provided to them. Teresa holds series 7 and 63 securities registrations. A native of Arizona, Teresa has lived outside of the state for only eight years—from 1997 to 2005. During that time, she worke
Teresa Flores
Partner and Operations Manager
Pinnacle Peak Private Client Group
United States, Arizona, Phoenix
About Me
Profile Information
Partner and Operations Manager
Pinnacle Peak Private Client Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Phoenix
Arizona
United States
Aug 6, 2024
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