Pearl Capital Management welcomes Teresa Milner, a seasoned Financial Advisor and Certified Divorce Financial Analyst (CDFA®), specializing in empowering and guiding women seeking stability and success post-divorce. With empathetic support and financial expertise, Teresa helps clients navigate this phase with confidence. Jenna Biancavilla, CEO, notes. 'Teresa is an exceptional advocate for women in times of change.' Pearl Capital is delighted to welcome Teresa as a valued addition to our team.

Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Dallas, Honolulu, and Oklahoma City, Parallel provides innovative, unrestricted and comprehensive solutions for our clients.Independent Mindset:As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives.Inclusive Implementation:Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals.Innovative Approach:We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities:• Financial planning• Investment management• Investment manager due diligence• Retirement planning analysis• Philanthropic planning and evaluation• Institutional style bond and cash management• Portfolio analysis and comparison of investments and/or managers• Tax planning and preparation• Risk, insurance and annuity analysis• Research services• Intergenerational wealth transfer strategies

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found in this profile do not reflect the views of CWM, LLC and have not been reviewed as to accuracy or completeness.

•Sell advertising space in a lifestyle, cultural & philanthropic publication•Secured incremental sales from 8 new clients/month in 2007•Top sales person year-to-date, accounting for 49% of total revenue•Responsible for initial contact with customers, follow-up, proposal preparation, making customer presentations and seeing the sale through•Prospect for new clients to generate sales opportunities •Works with company sales and marketing department to focus sales efforts on developing campaigns to maximize sales efforts•Participates in trade associations, seminars and trade shows, and assists in other promotional efforts•Enhances and maintains business development skills through participating in a variety of training programs in order to effectively practice a sales process•Maintain on-going relationships with accounts, including seeking and acting upon feedback regarding on-going customer satisfaction, cross-selling, up-selling, and overall customer retention.