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Theresa Bilello

Senior Relationship Manager

Theresa Bilello is a Senior Relationship Manager with over 30 years of industry experience.

Prior to joining the Legacy Edge team, Theresa served as a Senior Client Relationship Consultant for TIAA Financial Services for nearly 14 years. In this role, Theresa worked with over 3,000 clients representing $3.4 billion in assets. She assisted in the development of financial plans, serviced client accounts, and directly helped clients execute their recommended plans. Her industry experience also includes 11 years of serving as a Financial Advisor at Charles Schwab.

Theresa and Philip, her husband of over 30 years, have two children – ages 26 and 27. In her spare time, Theresa enjoys cooking, reading, and traveling.

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