Terese Hopper

Background

About Terese Hopper

I became a partner with The Pearce Group at Merrill Lynch in 2016. The Pearce Group is one of Merrill Lynch’s most distinguished Private Wealth Management Groups, with over 250 years of combined experience. We service affluent clients from coast to coast developing a financial strategy that is tailored around their unique financial goals. Our process is designed to deliver a customized experience that goes beyond wealth management by focusing on what matters to you on a personal level.Leveraging streamlined guidance from our specialists allows us to draw on our colleagues’ diverse experience to make the most of your resources and minimize the financial obstacles that might stand in your way. We deliver services that can help you address virtually every financial challenge you face, no matter the financial environment. By taking the time to understand what you’re trying to achieve, we can recommend the best strategies to help you and your family lead the lives you want.The right financial advisor is someone who understands you and your objectives and can help make them a reality. Our team consists of 16 members, each of whom is committed to providing you with the highest level of service, attention to detail and follow-up. In 1914, Charlie Merrill said, “The interests of our customers must come first.” We honor that commitment today, and always will. We invite you to take advantage of our experience and our insights. Contact us to discuss the possibilities.