Tere D'Amato

Vice President, Advanced Planning

Advanced Planning, Commonwealth Financial Network®

  • Manages planning efforts across the spectrum of wealth management services
  • Over 20 years of experience in insurance marketing
  • Master’s degree in Financial Services, with an emphasis on Estate Planning
  • Holds FINRA Series 6, 26, and 63 registrations; CFP® certification, CLU,  and ChFC designations
  • Prior experience includes Chubb Life and MetLife