Tara Nulty

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Kalamazoo, MI

Credentials

Series 63, Series 66

Industry experience

12 years

About

Tara Nulty is a Senior Resident Director specializing in wealth management with over 10 years of direct experience in the field and 17 years in the financial services industry. She focuses on areas including family wealth management strategies, legacy planning, retirement income, philanthropic planning, and LGBT wealth planning. Tara works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals amid changing market conditions.

Before her current role, Tara held positions such as Executive Assistant to the Banc of America Global Head of Mergers & Acquisitions, Senior Management Team member at Barclays, and Analyst in Barclays Wealth Management. She holds a Bachelor's Degree from Boston College and is a Personal Investment Advisor (PIA) by professional designation.

Tara participates actively in community organizations including the Elizabeth Upjohn Community Healing Center, South Haven Yacht Club, and Western Michigan University Theatre Guild. Her personal interests include boating, fishing, golfing, music, painting, scuba diving, sewing, singing, travel, and spending time with her family.

Expertise

Wealth management General retirement planning Retirement income strategy Multi-generational wealth transfer Charitable giving & philanthropy

Demographic focus

LGBTQIA Women's Finance Women Professionals

Work history

Bank Of America, N.a.

2015 - Present (11 years)

Merrill lynch, pierce, Fenner & Smith incorporated

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)

Evan L

Series 66

Portage, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused

Jonathan V

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Morgan W

Series 66

Vicksburg, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer LGBTQIA

Sharlee Z

CFP®, Series 66

Vicksburg, MI

Edward Jones

Retirement income strategy General estate planning guidance Inheritance planning Divorce financial planning Wealth management

Brice B

Series 66

Kalamazoo, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner
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