Therese Dolezal is a Financial Advisor and partner of the Walsh Group, a highly experienced team focusing on innovative wealth management for high-net-worth executives and their families.
Therese works with corporate executives to develop strategies for equity compensation, tax mitigation, estate planning and wealth transfer, and managing concentration risk from large company stock positions. Therese and her team pride themselves on an incessant attention to detail, efficiency, and streamlined processes to deliver the one thing their clients can never get enough of—time.
Therese has spent her entire 17+ year career in Wealth Management, starting with Raymond James Financial Services in Orlando, Florida. After coming to Morgan Stanley in 2011, Therese was promoted six times in 12 years allowing her the unique ability to analyze a client’s situation from multiple perspectives.
Therese earned a Bachelor of Science from the University of Florida and was a member of the Alpha Chi Omega sorority and women’s intramural basketball team. In 2020 she also obtained the prestigious CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ designations deepening her experience in all areas of a client’s financial life.
She currently resides in Riverside, Illinois with her husband and three daughters. She is an active member of St. Paul VI Parish and St. Mary’s Catholic school in Riverside and in her free time, she enjoys weightlifting, crafting, and chasing after her three kids. On Saturdays in the fall, you can find Therese watching college football and rooting on her Florida Gators.
Securities Agent: NE, WA, SC, UT, OR, KY, ME, NV, ID, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2413427
CA Insurance License #: 4231600