Theresa Holloran joined Northeast Wealth Planners in 2018 with over 25 years of experience in the financial services industry, most familiarity in the Retirement Services area. Theresa has the role of executive assistant to Wilson Munoz. She facilitates the preparation, opening, implementation and maintenance of accounts. She is also a secondary point of contact for Wilson’s clients to ensure that the clients’ questions and requests are always handled in a responsive manner.
Theresa has an Associates degree in Marketing from Middlesex County College. Currently she lives in Somerset with her husband Chuck and their dog. In her spare time Theresa enjoys music, movies and day trips exploring the surrounding areas.