Theresa Gorin
Theresa joined Rockefeller Capital Management in 2023. Prior to Rockefeller, Theresa spent more than 23 years at Merrill Lynch. She enjoys building client relationships and travels extensively to meet with clients. Her focus is on helping clients prepare for the future by developing long-term financial strategies for retirement, estate, education and asset preservation planning.
Theresa is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards. She also holds the Chartered Retirement Planning Counselor™, CRPC™® designation awarded by the College for Financial Planning. Additionally, Theresa holds the Certified Plan Fiduciary Advisor®, CPFA® credential, and uses her knowledge, experience and commitment to working with retirement plans.
Theresa graduated from the University of Notre Dame with a Bachelor’s degree in Finance and Business Economics. She and her husband, Don, live in Town and Country, MO with their three sons. When Theresa isn’t at the office, she dedicates her time to family and enjoys travelling.
Barron’s Top 1200 – 2020, 2021, 2022, 2023
Forbes America’s Top Women Wealth Advisors – 2022
Forbes Top Women Wealth Advisors Best-in-State – 2023
Forbes Best-in-State Wealth Advisors – 2022, 2023
Forbes Best-in-State Wealth Management Teams – 2023
The Barron’s Top 1200 rankings discussed above were designated on 2020, 2021, 2022, 2023 and last for a period of one year until new rankings are released.
The Forbes America’s Top Women Wealth Advisors rankings discussed above were designated on 2022 and last for a period of one year until new rankings are released.
The Forbes Top Women Wealth Advisors Best-in-State rankings discussed above were designated on 2023 and last for a period of one year until new rankings are released.
The Forbes Best-in-State Wealth Advisors rankings discussed above were designated on 2022, 2023 and last for a period of one year until new rankings are released.
The Forbes Best-in-State Wealth Management Teams rankings discussed above were designated on 2023 and last for a period of one year until new rankings are released.
Forbes specific disclosures: Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
Barron’s specific disclosures: The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.