Theresa Hutchinson has over 35 years of financial services experience. She is committed to helping clients achieve and maintain their financial goals. Understanding the importance of strong relationships, Theresa is committed to providing the highest level of service to all of her clients.

Theresa Hutchinson is a National Social Security Advisor Certificate Holder (NSSA®), which uniquely qualifies her to navigate clients through the complexity of the Social Security system and guide them on the variety of claiming strategies available. The NSSA program is the gold standard of Social Security certification and training in the nation.

National Social Security Advisor training helps advisors to navigate over 2700 Social Security regulations to help clients maximize social security filings. The additional money claimants earn over the course of a lifetime can have a tremendous impact on the quality of his/her retirement.

With her “zoom” webinars, Theresa can help those nearing retirement with Social Security options for spousal elections, surviving & divorced spouse benefits, benefits taxation, COLA, impact of earnings, delayed retirement credits, reduction of benefits, family maximum as well as WEP/GPO.

Theresa is very active with local networking groups and helps with fundraising efforts for various service organizations. Theresa and her husband are lifelong residents of Pittsburgh.

Certifications:

FINRA Series 7, 63, 65 Licenses

National Social Security Advisor Certificate Holder

Check the background of investment professional on FINRA’s BrokerCheck

*Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Medallion Wealth Management, Inc. are not affiliated.