Therese B. Manz

Therese B. Manz

Therese B. Manz

Compliance Officer

TManz@InletPrivateWealth.com

(561) 781-0404

Therese B. Manz has been in the financial services industry for 19 years. She is the Compliance Officer for Inlet Private Wealth® and is responsible for the day-to-day general management. Terry plans and prioritizes customer and organizational objectives and assures the business operations and key initiatives are efficient and effective.

Over the last twelve years, Terry has built a strong and trusting relationship with Inlet Private Wealth’s Chairman and CIO, Ted E. Furniss and CEO Victoria W. Peaper. She shares in their vision for Inlet Private Wealth.

Terry has been very active in community youth activities and club athletics. She also enjoys spending time with her grandchildren and watching them dance and play various sports.

Terry and her husband, Lou, are originally from Pittsburgh, Pennsylvania and are the proud parents of four children and have seven grandchildren.

Inlet Private Wealth®

Inlet Private Wealth®, LLC is a
registered investment advisor

Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC registered investment adviser with a principal place of business in Jupiter, Florida. Inlet Private Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed, or qualified for an exemption or exclusion from registration or notice filing requirements.

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