Teresa M Flores

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Corpus Christi, TX

Other Businesses

I*806251 Entity Type: Charitable Name: Coastal Bend Food Bank Investment related: No Address: Corpus Christi, Texas, 78408 Position, title, association: Board Member, Start date of relationship: 4/20/2022 Number of hours devoted: 1 hour Mthly Number of hours devoted during trading hours: 0 Duties: Board Member- non profit providing food and nutritional information to people in need. Board members approve and oversee budget and monitor performance of executive director in her ability to satisfy the mission. I*479165 Entity Type: Governmental Name: San Patricio County Economic Development Corp Investment related: No Address: of business: Portland, Texas, 78374Nature of business: ["Development Corporation"]Position, title, association: Committee, Director, Executive committee Start date of relationship: 1/1/2019 Number of hours devoted: 9 hrs Yearly Number of hours devoted during trading hours: 9 hrs Duties: Business Development and Retention policy governance, economic development plan I*: 2989287Entity Type: Fiduciary roleName of OBA: City of InglesideAddress: Ingleside, TX 78362Investment Related: NoPosition, Title, Association: CouncilEmployee Start Date: 05/12/2026Number of Hours: 8 hrs mthlyNumber of Hours during trading: 0 Duties: Oversight of the operations and budget of the City of Ingleside I*481012, Entity Type: , Name of OBA: Ingleside ISD Board of Trustees, Address: Ingleside, Texas, 78362, Investment Related: N, Position, Title, Association: President, Employee Start Date: 06/08/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Oversee management of the public school district including the superintendent and policy

Exams

• S66 Uniform Combined State Law Examination
  2004-03-30

Other Names

• Teresa Marie Rensberger