Theresa Fragale

Theresa has over 35 years of experience in the financial services industry—including 15 years as an Administrative Operations Manager on Wall Street. She holds her Series 7 and 66 registrations held with LPL Financial and Life and Health Insurance licenses; she is also a licensed notary.

As a Senior LPL Registered Client Service Associate, she is devoted to providing administrative and customer service that exceeds expectations. Theresa strives to ensure that each client’s administrative, trading, and operational needs are handled accurately and quickly.

Theresa currently resides in Union Beach, New Jersey, and enjoys spending time with her three sons and dog. She is also an avid chef and baker and volunteers her time as a religious education teacher.