Morgan Yaw
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Plainwell, MI 49080
Credentials
CFP®, Series 66
Industry experience
7 years
Expertise
Retirement income strategy
General retirement planning
Wealth management
Work history
Edward Jones
2018 - Present (8 years)
Eaton
2016 - 2016 (1 year)
Michigan State University Human Resources
2015 - 2018 (3 years)
Edward Jones
2015 - 2018 (3 years)
Michigan State University - Full time student
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Brice B
Series 66
Kalamazoo, MI
Edward Jones
David R
Series 66
Otsego, MI
Edward Jones
Lori N
CFP®, Series 66
Richland, MI
Edward Jones
Alayna O
Series 66
Allegan, MI
Edward Jones
Tara N
Series 63, Series 66
Kalamazoo, MI
Merrill
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.
Gary B
Series 66
Allegan, MI
Edward Jones
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