Fitzgerald named Lakeshore Wealth Strategies managing partner
The Penn Mutual Life Insurance Co. named Teresa M. Fitzgerald managing partner of Lakeshore Wealth Strategies, its Chicago agency.
With a background in strategic market and business development, Fitzgerald is in prime position to lead the agency toward optimal growth. Fitzgerald joined the financial services industry in 2006, and during her tenure as an adviser and consultant, found a passion for serving clients at a mutual company.
She specializes in financial adviser and team business coaching, talent management, leadership development and financial consulting. In her new role, she will work with advisers in career development, growth and market expansion.
"Teresa is a welcome addition to the Lakeshore and Penn Mutual team," said Tom Harris, executive vice president and chief distribution officer at Penn Mutual. "Her experience working within a mutual company aligns with our philosophy of putting our clients and policyholders first. Teresa's ability to network with those around her will serve well as she oversees the agency's growth in the greater Chicago area."
A resident of New Lenox, Fitzgerald was nominated to the 2019 North Shore Women in Business Awards in Chicago and most recently, she was nominated to the Penn Mutual 20/20/20 Women in Leadership program.