Teresa Dahl, CPWA is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Salt Lake City, UT. With over 20 years of experience, Teresa provides customized financial planning and wealth management services that go beyond investments to encompass all aspects of her clients' financial lives.
Her expertise lies in wealth preservation strategies and meaningful investments, and she takes a personalized approach by developing tailored financial plans based on her clients' needs and goals. Teresa is known for her empathetic personality, strong organizational skills, and ability to listen attentively to her clients. She holds various FINRA registrations and has earned the prestigious Certified Private Wealth Advisor designation. In addition to her professional work, Teresa is actively involved in serving the community through her involvement in non-profit organizations and volunteering.
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