Theresa Fanning
Chief Operating Officer
Peoria, Arizona, United States
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Theresa Fanning’s Email tfanning@claruswealthadvisors.com
Social Media
Theresa Fanning’s Location Peoria, Arizona, United States
Theresa Fanning’s Current Industry Clarus Wealth Advisors
Theresa Fanning’s Prior Industry Morgan Stanley | Williams Financial Group | Wells Fargo Advisors, LLC | Wells Fargo Advisors | Scott & Stringfellow, Inc
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Work Experience
Clarus Wealth Advisors
Chief Operating Officer
2018-03-01 - PresentMorgan Stanley
Vice President, Complex Risk Officer
2016-11-01 - 2018-02-01Williams Financial Group
Senior Vice President, Field Services
2014-09-01 - 2016-11-01Wells Fargo Advisors, LLC
Senior Compliance Examiner
2009-08-01 - 2014-03-01Wells Fargo Advisors
Regional Administration Manager
2008-03-01 - 2009-08-01Scott & Stringfellow, Inc
Senior Compliance Specialist
2002-01-01 - 2006-03-01