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Top 30 financial advisors of 121 near 49078
Out of 400,000+ nationwide
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
Ginger T
CFP®, Series 66
Otsego, MI
Edward Jones
Clayton S
CFP®, Series 66
Allegan, MI
Edward Jones
Morgan Y
CFP®, Series 66
Plainwell, MI
Edward Jones
Bradley H
Series 66
Kalamazoo, MI
Hallgren Financial LLC
Trenden P
CFP®, ChFC®, Series 63, Series 66
Kalamazoo, MI
Daus Financial Group, LLC
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Top 30 financial advisors of 121 near 49078
Out of 400,000+ nationwide