Collaborating to Provide High-Quality Service

THERESA STUCKART | A 2025 Woman of the Year

As a Senior Client Service Associate in Clearstead’s Private Client Services group, Theresa Stuckart keeps herself busy handling requests from advisors, interacting with clients, and ensuring that deadlines are being met. Whether it’s money movement or wires and emails and other communications, she prioritizes requests and things on her to-do list to continue providing high-touch client service.

“The heart of my work is creating exceptional experiences for our clients through truly white glove service,” Theresa said, “I also focus on supporting the whole team to make sure all our goals are being met.”

With so much interaction with clients, Theresa, along with the rest of the Client Service team in Clearstead’s Cleveland Headquarters, builds a great deal of trust with clients so they know that they can rely on her for her support and that they will have their needs taken care of.

“Building meaningful relationships with my clients is where my work feels most genuine—and most fulfilling.”  Theresa shared, “Understanding their needs and wants on a personal level helps foster those relationships.”

Theresa joined Clearstead in 2024 in her client service role and enjoys working with her broader team, noting that everyone works together well to make sure things are handled in a timely manner.

“I think there is a strong sense of unity at Clearstead,” Theresa said, “The team atmosphere is very enjoyable and makes me feel supported.” She also expressed that she is passionate about career growth and wants to be able to share her knowledge with others.  

Theresa has over twelve years of experience in client service and the wealth management industry, and spends time outside of the office travelling and with her family.

By valuing collaboration and working with her colleagues to ensure clients receive a high standard of service, Theresa is a great example of Clearstead’s values and how we fulfill our mission.