Teresa Conley

Advisor, Operations Manager

Teresa grew up in King City, California; a small agricultural community in Monterey County.  She moved to Humboldt County in 2002 to complete her Bachelors degree in Psychology at Humboldt State University.  Teresa joined Premier in 2002 while being a full time student.  We loved her work and personality so much that we asked her to stay at Premier when she graduated from HSU in 2004.

Teresa has taken on many roles at Premier and has forged a career for herself in the financial arena.  As an Advisor and Operations Manager at Premier, she is responsible for Premier Financial Group’s operational continuity and for maintaining the firm’s exceptional client service standard.  She leads Premier’s elite operations team, is a member of the management team, and is an advisor responsible for maintaining excellence in our relationships with approximately 30% of the firm’s clients.  Teresa attained her Series 65 license in 2006 and is pursuing her CERTIFIED FINANCIAL PLANNER™ credential.

When not being of service to clients, she enjoys spending time with her husband, daughter, dogs, friends and family.

Contact Teresa Conley at teresa@premieradvisor.com