Terri Borzelleca Fad
Terri Borzelleca Fad serves as the primary contact for client account and transaction inquiries, as well as managing all client relationships at the Richmond office. With over 30 years in the financial services industry, Terri is a people-oriented professional who truly enjoys connecting with clients and finds immense fulfillment in helping them achieve their goals.
Her journey in financial services began at Wheat First Securities (now Wells Fargo), where she worked in research and marketing. In 1997, she co-founded Pineno Levin & Ford Asset Management alongside Frank Pineno and Jeff Levin. In January 2022, Dakota Wealth Management acquired PLF.
Terri holds a Bachelor of Science in Psychology from James Madison University. She is also actively involved in the Richmond community, volunteering with various Catholic charities, including CARITAS, which provides housing for the homeless, as well as participating in Catholic HEART Workcamp and several suicide-prevention organizations.
