Macy Teer
Based in Greensboro, Macy supports advisory teams by analyzing client information, preparing plans, and assisting with reviews, reporting, and implementation.
Ways to Connect
Macy is a Wealth Advisor Associate at Mission Wealth. In this role, she collaborates closely with her advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.
I am passionate about the field of wealth management because I believe in empowering individuals and families to make confident, informed financial decisions. I am eager to use my position at Mission Wealth to build strong relationships and to support advisors in achieving client’s financial goals.
Professional Background
Promoted from Mission Wealth’s 2025 internship class, Macy is currently in her final year at North Carolina State University, where she is pursuing a degree in Business Administration with a concentration in Finance. Born and raised in Greensboro, North Carolina, she looks forward to returning home after graduation to further deepen her knowledge of finance and wealth management through her role at Mission Wealth. Macy is eager to apply her academic foundation while continuing to grow and make an impact in her field.
Personal Pursuits
Outside of her academics, Macy takes great pride in serving as the Ronald McDonald House Chair for her sorority, Alpha Delta Pi. In this role, she not only raises funds but also creates meaningful, hands-on experiences, such as organizing volunteer opportunities and fundraising events at the Ronald McDonald House in Durham. When she’s not immersed in service, Macy enjoys expressing her creativity through cooking and baking as well as spending quality time with her friends and family.
Community Impact
Macy is deeply committed to giving back to her community. In her role as Ronald McDonald House Chair, she has cultivated a meaningful connection with the Ronald McDonald House of Durham. Through her leadership in Alpha Delta Pi, Macy has organized numerous in-person volunteer events and spearheaded several fundraising initiatives to support this vital cause.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor