Teresa Escano

Director of Client Services

teresa_escano

If you asked Teresa to describe herself in three words, she’d say… Passionate about life and work. Trustworthy and reliable. Personable with a great sense of humor.

Contact Teresa

About

As the director of client services at BEW, I play a dual role in supporting our clients and fostering strong relationships between them and our advisors. With over 30 years of experience in the industry, I’m still motivated by the opportunity to help people manage their financial lives so they can focus on their passions, careers, and personal success. Leadership and collaboration are central to my role, and I take pride in being a reliable partner for both clients and the BEW team.

I strive to provide clients with peace of mind by executing their instructions accurately and promptly, keeping them informed on pending items, and delivering thoughtful solutions, tools, and resources. Effective, timely communication is integral to earning trust and respect, and I approach every interaction with genuine care and empathy. Whether addressing routine requests or complex challenges, I’m guided by a deep understanding of what matters most to each client and a commitment to identifying solutions.

I love spending free time with my husband, my son (senior year at Cal Poly in San Luis Obispo), mom-in-law, and my sisters. I’ve always enjoyed traveling and learning about new cultures, and I love watching foreign films and K-dramas. I am always out dancing, singing, going to concerts and enjoying happy hours with my close girlfriends.

Education

  • Baruch College, CUNY, Bachelor of Business Administration, Major in Accounting
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