Theresa “Teri” Benson
Founder, Pando Partners Wealth Management
Teri brings over two decades of financial services experience to serve Pando
clients. She began her career in 1993 as a marketing strategist for an
Orlando-based, investment management firm, where she soon realized that
an ability to communicate effectively about capital markets and investment
strategies was akin to speaking a foreign language. She seized this opportunity. With unrivaled
dedication, Teri learned this ‘financial’ language and communicated it with fluency and simplicity. In
doing so, her client relationships and career opportunities flourished.
For the next dozen years, Teri shared her passion for finance with colleagues and clients of STI Capital
Management (a.k.a. Trusco Capital), where she managed institutional trust relationships including
corporate pension/profit sharing plans, 401(k) plans, municipal pension systems and
By 2001, Teri assumed a leadership role in the design of parent company SunTrust’s 401(k) services,
where she expanded the bank’s investment due diligence process to include external investment
offerings. Ultimately, Teri was tapped to lead the firm’s pioneering effort to distribute Trusco’s
investment strategies, establishing partnerships with leading investment firms, including Fidelity,
Charles Schwab, John Hancock and Transamerica.
So accomplished in her time at SunTrust, Teri’s investment colleagues offered her a founding partner
role in the launch of a private capital-backed registered investment adviser, specializing in small cap
stock investing. Her responsibilities included the launch and supervision of the firm’s mutual funds
designed for institutional and private clients. In partnership with her team, Teri grew the firm to $2.0
billion in assets under management. The entrepreneurial experience was invaluable, and uniquely
positions Teri to advise new and established business owners with first-hand knowledge of their
challenges and opportunities.
Teri’s attention to detail, collaborative approach and great empathy are the foundation of her lasting
relationships with clients. At Pando, she brings her investment and communication capabilities together
with experience from her own life’s transitions to assist clients plan, protect and invest. Teri’s deep
sense of service radiates beyond Pando clients to making an impact in her community. She is a Board
Member of Dave’s House in Orlando and also serves on the Board of the Women’s Executive Council.
Teri is a proud recipient of a Bachelor of Arts degree (1993) and M.B.A. in Finance (2001), Summa Cum
Laude, from the University of Central Florida.
Offices: Orlando & Ponte Vedra Beach
301 East Pine Street | Suite 1100 | Orlando, FL 32801
818 A1A North | Veranda Building B | Suite 302 | Ponte Vedra Beach, FL 32082