Theresa C. Hutchinson

 “Many receive advice, only the wise profit from it.” Harper Lee

Theresa C. Hutchinson, Vice President, Fixed Income and Shareholder

With over 35 years of financial services experience, Theresa provides financial guidance to individual and institutional investors. She acts as the firm’s head fixed income trader. She is responsible for all bond trading and overseeing trade facilitation.

Theresa is committed to helping clients achieve and maintain their financial goals.   Understanding the importance of strong relationships, Theresa is committed to providing the highest level of service to all of her clients.  She provides comprehensive investment management to individuals, families, small businesses and fraternal organizations.

Theresa has also achieved the National Social Security Advisor Certificate Holder (NSSA®) designation, which uniquely qualifies her to navigate clients through the complexity of the Social Security system and guide them on the variety of claiming strategies available.  The NSSA program is the gold standard of Social Security certification and training in the nation. 

Theresa also provides portfolio guidance, utilizing approved investment vehicles, to federal and state chartered credit unions. She is responsible for preparing portfolio prices and helping to develop investment strategies for these portfolios.

She is very active with local networking groups and helps with fundraising efforts for various service organizations.  Theresa and her husband are lifelong residents of Pittsburgh.

 

Education:

*Robert Morris University

*Duff’s Business College

Certifications:

*FINRA Series 7, 63, 65 Licenses

*National Social Security Advisor Certificate Holder

 

Ms. Hutchinson’s email is thutchinson@medallion-wealth.com

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Medallion Wealth
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