About
Tara
Tara works directly with clients providing a wide range of wealth management and investment advisory services to meet their planning and investment needs. She is also responsible for the trading execution of client investment portfolios for the Boca office.
Education and Professional Milestones
-Florida Atlantic University - bachelor of arts in finance
-Joined Focus Partners Wealth in 2019 through the firm’s merger with Steinberg Global Asset Management, where she was chief administrative officer and a managing principal
Tara works directly with clients providing a wide range of wealth management and investment advisory services to meet their planning and investment needs. She is also responsible for the trading execution of client investment portfolios for the Boca office.
Education and Professional Milestones
-Florida Atlantic University - bachelor of arts in finance
-Joined Focus Partners Wealth in 2019 through the firm’s merger with Steinberg Global Asset Management, where she was chief administrative officer and a managing principal