Theresa V. Donatelli, Partner / Wealth Advisor affiliated with Northstar Wealth Partners with 21 years of experience within the industry. With a particular focus on investment, retirement, estate and pension planning, Theresa provides independent, conflict-free financial advice to individuals, families, endowments and qualified retirement plans. Her work with retirement plans includes providing both plan level advice as well as customized advice to individual plan participants.
Previously, Theresa served as a Financial Advisor with Essex Financial Services, where she served a national base of clients for more than 20 years. Theresa’s practice has always focused on building strong long-term relationships with families, corporations and their employees, endowments and non-profits, with a strong emphasis on investment management and service .Theresa was twice honored by being named a “Five Star Wealth Manager Award Winner” in Connecticut magazine in 2011 and 2012. The “Five Star Wealth Manager Award” is based on 10 objective criteria, such as credentials, experience, and assets under management, value for fee charged, and overall satisfaction. In 2013, Theresa was named one of Plan Advisor Magazine’s Top 100 Plan Advisors, an honor bestowed to only the elite wealth managers in the retirement plan world. Selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.
Theresa holds a Bachelor of Arts in Communications from the University of Connecticut. She currently lives in Pawcatuck, Connecticut, and has been a lifelong resident of the state.