Massimo Teresi

Client Service Associate

Massimo brings fresh talents and ambition to the IWM team. His goal is to provide exceptional client service via the Charles Schwab platform. He recognizes that retirement planning is an ongoing and highly personalized process that requires consistent communication along the way, and Massimo prides himself on providing that.


Massimo joined IWM as he shares the firm's core values of providing extraordinary service and treating each client as an extended member of the IWM family.



Born and raised as a Sarasota native, Massimo seeks to firmly establish himself within the Sarasota retirement community by making his mark on his hometown and giving back to the city he grew up in. While the world of finance is Massimo’s passion, he also enjoys the sport of pickleball and music and admires the beautiful Floridian ecosystems.