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Theo Medve joined WLWP Wealth Planners in 2022 as a Licensed Assistant. A queens University Alum, Theo majored in Applied Economics with a Minor in Law.
His career started in retail banking, where he worked as a customer services representative, banking advisor and associate advisor for over five years. Investment management speaks to his interests in creating and maintaining wealth for others — he enjoys the balance between building solid, long-term relationships with clients and the strategic aspect of managing their finances — he’s passionate about helping clients realize their financial goals by strategizing their investments and guiding them through life stages.
On a personal level, he’s a huge sports fan, particularly NFL, NBA, & UFC. He enjoys travelling and exploring new cultures. He also enjoys spending time with my family and friends, which likely will involve watching a game or two on a Sunday afternoon. Giving back to the community is important for Theo; one way he does this is by volunteering at a nursing home, serving seniors, and providing companionship with the intention of positively impacting someone’s day.
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