With more than 25 years in the financial services industry, Tara is dedicated to helping families and small institutions achieve their financial goals through personalized, client-focused strategies. She believes every client deserves a tailored plan that reflects their unique priorities, values, and vision for the future. Tara began her career in Baltimore as a loan officer with Central Credit Union of Maryland before joining Alex. Brown & Sons as a Registered Sales Associate, where she focused on corporate and executive services, including restricted securities sales, stock option exercises, and 10b5-1 plans.
She later transitioned to Wells Fargo Advisors, where she spent many years in leadership roles, including Branch Administration Manager, Branch Operations Manager, Branch Liaison, and Financial Advisor. After building extensive experience and deep client relationships, Tara returned to Alex. Brown as a Financial Advisor—bringing her career full circle and reaffirming her commitment to delivering exceptional service and customized investment strategies. Her expertise spans comprehensive financial planning, fiduciary accounts, retirement plan development, and advisory services for non-profit and for-profit organizations, particularly in cash management and foundation assets.
A graduate of York College, Tara is passionate about giving back to her community through organizations such as Relay for Life (American Cancer Society), Friends of Valerie Tournament of Champions, Polar Bear Plunge (Special Olympics), Hope Lodge, and Adopt-a-Boxer Rescue. She holds Series 7, 63, and 66 securities licenses, Series 9/10 principal registrations, and the Accredited Investment Fiduciary (AIF®) designation.
Raymond James & Associates, Inc. is not affiliated with the above independent organizations.