Teresa A. LaCorte, CPA

Tax Director, Private Client Group

 

Terry joined the Clearstead Private Client Group in 2006.  She has over 20 years of experience serving high net worth individuals.  Terry oversees the individual practice in our Private Client Group.  This team handles all individual tax compliance and planning services for our high net worth private clients. 

Terry holds degrees in Business Administration from Duquesne University and a Masters in Taxation from the University of Akron.  Prior to joining Clearstead, Terry worked at a wealth management firm.   Terry is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants. 

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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