Tara DeMarco Investment Portfolio Associate

Tara DeMarco has more than 20 years of experience working with high net worth clients in Private Wealth Management. Tara helps clients navigate the myriad of available investment services with unparalleled service and vertical team organization. She believes the cornerstone of a successful relationship is mutual trust and respect and is deeply committed to helping our clientele realize their long-term financial goals. She provides a comprehensive approach to our ancillary products along with longevity planning, lending, and insurance to name a few. A native of New York, Tara currently holds her Series 7 and Series 63 licenses. When not in the office, she enjoys gardening, playing softball and spending time with her two daughters and their dog, Chloe.