Tara, Assistant Vice President, Resident Director of the Cool Springs Office - 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™ 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 serves on the board of Renewal House.
She and her husband, Dan, live in Brentwood with their two boys, Lucas and Elliot and their dogs, Lucy & Roxy!
*Tara does not provide legal advice in her role with Merrill.
What matters most is what matters most to you. Considering the sale of a business or purchase of a home? Worried about managing future health care expenses? College on the horizon? Preparing to pass your wealth to future generations? We will work with you to develop strategies designed to address your financial needs. We encourage questions!
Among the reasons I chose to become a financial advisor is my desire to help others clarify their goals and priorities. My passion for wealth management and helping to educate clients stems from the financial challenges I have watched friends and family experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
