SVA PLUMB FINANCIAL PROFESSIONALS



Teresa Brooks - MBA, CFP®

Wealth Manager and Trust Officer

phone (608) 826-2746
email Madison Office

Teresa is a Wealth Manager with SVA Plumb Wealth Management, LLC and a Trust Officer for SVA Plumb Trust Company, LLC. She works with clients to determine their financial needs and helps coordinate their investments with their plans to accomplish their personal objectives.

Teresa assists in monitoring client portfolios to ensure that the investments comply with client investment policy guidelines and our company requirements. She also participates in the firm's fixed income management strategy. Her specialties include: trust and investments, portfolio allocation, fixed income investing and education savings.

Education

  • University of Wisconsin - Madison - Wisconsin School of Business - Masters of Business Administration, Executive Program
  • St. Olaf College - Bachelor of Arts - English

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Recognition/Awards

  • In Business Magazine - “40 Under 40” (2008)

Speaking Experience

  • Gilda’s Club of Madison
  • Midwest Young Adult Cancer Conference
  • Families Juggling Cancer Conference
  • UW Brain Cancer Support Group

Professional Memberships/Affiliations/Activities

  • CFA Society
  • Madison Estate Council


Civic/Community Involvement

  • Dane County Court Appointed Special Advocates - Past President & Current Treasurer
  • United Way - Campaign Coordinator
  • Newborns in Need Madison Chapter - Founding Board Member & Past Treasurer

Personal

Teresa and her husband, Bryan, are avid fans and supporters of WI teams, including the Badgers, Brewers and Packers.

Teresa’s favorite activities include hiking with her dog, cooking and entertaining, traveling, enjoying Badger tailgates and games and spending time with her husband, family and friends.

Teresa is a Portfolio Manager for SVA Plumb Trust Company, LLC. She works with clients to determine their financial needs and helps coordinate their investments with their plans to accomplish their personal objectives. Teresa assists in monitoring client portfolios to ensure that the investments comply with client investment policy guidelines and our company requirements. She also participates in the firm's fixed income management strategy.

The following is a partial list of the topics Teresa covers:

  • Individual Retirement Planning - It's Never to Late to Start
  • What You Should Know About Financial Planning and Investments
  • Investment Strategies for Women
  • Understanding Socially Responsible Investment Options

Teresa has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • Gilda's Club of Madison
  • Midwest Young Adult Cancer Conference
  • Families Juggling Cancer Conference
  • UW Brain Cancer Support Group