Tessa Barrett, CFP®

Tessa joins the Atlantic group as Vice President, Financial Planning Strategist. Tessa has extensive knowledge in comprehensive wealth planning strategies and solutions for ultra-high net worth families. She believes in providing clients a strategic, team-based approach to achieve their goals. Tessa obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2021, one of the most rigorous certifications for financial planning knowledge. She joins us after spending three years at Merrill Lynch Wealth Management and serves as a sworn fiduciary.

Tessa earned a BS in Business Management from Penn State University. She was a six-time NCAA All-American, two-time Big Ten Distinguished Scholar, school record holder and team captain for Penn State’s D1 track and cross-country teams. Tessa still runs competitively with the Georgetown Running Club, a semi-pro team based out of Washington DC.