How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Teresa Dahl, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Teresa gained a unique perspective from her previous experience as Assistant Athletic Director for Brigham Young University, where her primary responsibilities were helping  coaches and athletic administrators make important decisions in regards to the use of budgeted money.  With a continuing passion and interest in helping others with their family and business financial decisions, Teresa joined UBS in 2006 after a tenure of almost 20 years at the University. 

With an emphasis on wealth preservation strategies and meaningful investments, Teresa begins every relationship by developing financial plans specifically tailored to a client's needs that are grounded in first understanding her clients' lives, their wealth and what they want to accomplish.  Teresa believes being a good listener is a valuable skill and the most important characteristic that a financial advisor can have.  Clients appreciate her empathetic personality and demeanor, as well as her strong and careful organizational skills.

Teresa holds FINRA Series 7, 66 and 31 registrations.  She's also an avid student of the financial and economic markets, as well as the needs and solutions specific to ultra-high net worth families and business owners.  She has completed additional certification programs, including the prestigious Certified Private Wealth Advisor designation.

Teresa values serving in the community.  She has previously served on the Board of Directors for People Helping People, a non-profit organization helping break the cycle of poverty for low-income women, by teaching them how to earn a living wage.  She has also served as Chair of the Primary Children's Hospital Philanthropic Committee.  In addition, she enjoys volunteering and donating to organizations that train dogs for special skills that will help veterans and other physically and emotionally needful people.

Teresa has two sons and enjoys spending time with them and their families. 

Registered States:
  • AZ
  • CA
  • FL
  • ID
  • MA
  • MT
  • NH
  • SC
  • UT
  • VA
  • WA
  • WY

Credentials

  • Portfolio Manager
  • Wealth Advisor
95 State Street
Suite 2210
Salt Lake City, UT 84111
  • (801) 524-1815

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