logo

Theresa V. Donatelli, is a Partner / Wealth Advisor with Northstar Wealth Partners and has worked in the financial services industry since 1992. Her focus is on investment, retirement, estates and pension planning, providing independent financial advice to individuals, families, endowments and qualified retirement plans. Theresa’s practice has always focused on cultivating strong long-term relationships with families, corporations and their employees, endowments and non-profits, an emphasis on investment management and service have been pivotal in her more than 25 year career. Developing solid partnerships with the communities served by Northstar Wealth Partners, and many non-profit organizations within those communities, is significant to her practice, and to Northstar as a whole.

In 2017, Theresa was one of approximately 150 financial advisors who were invited to attend and participate in the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’smagazine to provide a forum to exchange ideas and best practices, with an eye towards advisors improving their business and serving the investing public in the best possible manner.  The invitation-only conference was held at The Mandarin Oriental in Washington, D.C.

Theresa holds a Bachelor of Arts in Communications from the University of Connecticut, and lives in Mystic. During her free time, she enjoys volunteering for St. Vincent de Paul Place in Norwich, as well as other local organizations, spending time on her boat, paddleboarding or practicing yoga, and with family and friends. Theresa is fortunate to be a proud aunt of many, many nieces and nephews and Mom to a lovable 80-lb rescued Labrador Retriever.

Contact Theresa

Scroll Up