Thaddeus “Ted” Dziuba is PRW Wealth Management’s Director of Advanced Planning. He recently celebrated his 15th anniversary at PRW, having joined in 2008 to assist in the firm’s wealth transfer and estate planning endeavors. Ted’s primary responsibilities include life insurance product research, case management and design, maintaining insurance carrier relationships, medical and financial underwriting, inforce policy servicing, and providing support for all client-related questions and issues. He is a licensed Producer and Adviser of Life Insurance in the state of Massachusetts, and holds the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College of Financial Services.
Ted earned his Bachelor of Science degree in Business Management at Babson College, with a double concentration in Marketing and Management Information Systems. After graduation, Ted became the school’s first ever position-player to be drafted by a major league baseball team when he was selected by the New York Mets in the 33rd round of the 2006 First Year Player’s draft. He’s continued his passion for the sport over the years as a member of several amateur basebal teams throughout the greater Boston area.
He and his wife Merri reside in Medford, MA where they spend their days chasing around their 3-year old son TJ.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.