Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Tara, Assistant Vice President, Senior Financial Advisor and Portfolio Advisor, began her financial services career nine years ago. Previously, Tara spent over 7 years at Waddell & Associates where she was a Wealth Strategist and Financial Advisor. Today, Tara focuses on serving families, business owners, and corporate executives. A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios.
Tara is experienced in helping clients prepare for important transition events like the sale of a business, retirement, or an inheritance. She has also helped corporate executives manage concentrated stock positions. When appropriate, Tara provides access to Bank of America Private Bank for clients’ trust and estate planning services and Bank of America for clients’ commercial banking and personal banking and financing needs. In addition, she works with clients’ attorneys, accountants and other advisors to help coordinate their financial and legacy strategies.
She received her bachelor’s degree in American Studies from Georgetown University in 2002 and her JD/MBA in corporate finance and closely held corporations from The University of Tennessee in 2008. 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 excellent service and holds her FINRA Series 7 and 66 regsitrations and is a CERTIFIED FINANCIAL PLANNER™ certificant.
She is active in the community supporting her church, United Way, CABLE, FPA, Georgetown's Application Committee, and the Estate Planning Council. Tara has volunteered with United Way for 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.
*Tara does not provide legal advice in her role with Merrill.
University of Tennessee - Knoxville JD/MBA
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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.
ISG Portfolio Strategist
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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