Meet Teri Schuerlein

Teri Schuerlein
Vice President and Relationship Manager


Teri has over 20 years financial service experience with primary responsibilities in assisting high net worth individuals, Institutions and not-for-profits. Ms. Schuerlein is a magna cum laude graduate of SUNY/Old Westbury with a B.S. in Accounting, NYBA Trust and Estate School, honors graduate of Cannon Financial Institute- Trust School and College of St. Rose Certified Financial Planning. She is currently pursuing her CFP designation.

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