Theresa V. Donatelli
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203.318.8892

At a glance

  • 31 years of financial services experience
  • Forbes Best-In-State Top Women Wealth Advisors: 2024
  • Decades of experience developing deep, long-standing relationships with multi-generational families
  • Board member and volunteer at St. Vincent de Paul Place in Norwich

Theresa V. Donatelli

Senior Wealth Advisor

How do I help clients live better?

By listening, I learn to understand the needs of my clients, which allows me to bring value to each relationship. Building trust is the key to meeting those needs and achieving the outcomes they desire.

Outside of work…

I enjoy spending time with family and friends, especially at the beach. Paddleboarding, running, yoga, and volunteering are some of my favorite activities.

Favorite quote

Success is liking yourself, liking what you do, and liking how you do it."
- Maya Angelou

At a glance

  • 31 years of financial services experience
  • Forbes Best-In-State Top Women Wealth Advisors: 2024
  • Decades of experience developing deep, long-standing relationships with multi-generational families
  • Board member and volunteer at St. Vincent de Paul Place in Norwich

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