Theresa Bursey is a vice president of practice management and education with Raymond James. She leads the Experienced Advisor Coaching team at Raymond James, responsible for the Private Wealth Advisor program and other experienced advisor coaching offerings. Prior to Reymond James, starting her career at UBS Wealth Management in 2005, where she held various positions at its home office representing the advisory business, asset management, the private bank, as well as international channels.
