Theresa E. Chacopulos, CFP<sup>&reg;</sup> - Financial Advisor

Theresa E. Chacopulos, CFP®

CIMA

Senior Vice President/Private Wealth Advisor

Morgan Stanley Private Wealth Management

14850 N Scottsdale Rd, Flr 6
Scottsdale, AZ 85254
FINANCIAL ADVISOR'S WEBSITE
(480) 922-7936

General

Theresa Chacopulos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Private Wealth Management in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CIMC

Insurance Licenses

  • Life insurance: AZ, CA, CO, MA and WA
  • Health/disability insurance: AZ, CA, CO, MA and WA
  • Property/casualty: AZ, CA, CO, MA and WA
  • Fixed annuities: AZ, CA, CO, MA and WA
  • Variable annuities: AZ, CA, CO, MA and WA

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources