Terese  Serra

Terese Serra

Senior Client Service Representative, Government & Institutional Division | Registered Assistant

Location: Worcester Office

Grounded in Relationships, Driven by Purpose

Terri joined Bartholomew & Company in October 2009, bringing with her more than 14 years of financial services, project management, and client support experience.

In her role as a senior client service representative, Terri provides our government and institutional clients with day-to-day support, including timely and accurate processing of financial transfers, wires, EFTs, and check services. She also offers broker administration support with setting up new accounts, making account changes, and creating monthly and quarterly accounting reports.

Terri holds FINRA Series 6, 26, and 63 securities registrations and earned her bachelor’s degree in business administration at Worcester State College. She resides in Northborough, Massachusetts, with her husband and their daughter.