Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Tara, Assistant Vice President, Wealth Management Advisor and Senior Portfolio Advisor, began her financial services career over ten years ago. Previously, Tara spent over 7 years at Waddell & Associates where she was a Wealth Strategist and Financial Advisor. Today, she focuses on serving families, corporate executives, and business owners.
Tara follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities. She is passionate about delivering tailored investments, planning and service.
She has experience helping clients manage concentrated stock positions and prepare for the challenges of important transition events like the sale of a business, retirement, or inheritance. In addition, she works with clients’ attorneys, accountants and other advisors to help coordinate strategies.
She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Exit Planning Advisor (CEPA) designee, and holds the Series 7 and 66 FINRA registrations. She received her bachelor’s degree from Georgetown University and her law and business degrees [JD/MBA], in corporate finance and closely held corporations from The University of Tennessee.
When appropriate, she provides access to Bank of America Private Bank (formerly US Trust) for clients’ trust and estate planning needs and Bank of America for clients’ commercial banking and financing needs.
She is active in the community supporting her church, the Georgetown Alumni Application Committee, and United Way. Tara has volunteered with United Way for over 10 years and is the chair of United Way’s OBI financial stability committee and a part of the design team for the Financial Empowerment Center.
She and her husband, Dan, live in Brentwood with their two boys, Lucas and Elliot, and their dog, Lola.
University of Tennessee - Knoxville JD/MBA
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.