Theresa Hutchinson, Certified Social Security Advisor
Theresa Hutchinson
Senior Sales Executive/Financial Advisor, Medallion Wealth Management
Professional Profile
Theresa Hutchinson is a seasoned Senior Sales Executive and Financial Advisor at Medallion Wealth Management, bringing over 37 years of invaluable experience in the financial services industry. Based in Pittsburgh, PA, Theresa specializes in providing comprehensive financial guidance to both individual and institutional investors, dedicated to helping clients achieve and maintain their financial goals. She understands the critical nature of building strong relationships and consistently delivers the highest level of service to her clients.
As a holder of the NSSA® Social Security certification, Theresa Hutchinson brings specialized knowledge of Social Security planning to every client relationship.
Theresa is not only an experience financial advisor, but also a respected member of her community, actively engaged with local networking groups and fundraising efforts for various service organizations. Her professional qualifications include the prestigious NSSA certification, along with Series 7, 63, and 65 licenses, as well as Life, Accident & Health Insurance licenses in Pennsylvania.
If you're seeking a trusted financial advisor with a deep understanding of social security and a commitment to your financial success, Theresa Hutchinson is an advisor you can rely upon. Her local presence and extensive experience make her an ideal partner for navigating your financial future.
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. Fixed insurance offered through various independent insurance companies.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.