Michael Taras Email & Phone Number
Financial Advisor @ Raymond James
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Michael Taras Location
- Jacksonville, FL, US
Michael Taras Work
- Financial Advisor @ (April 2022 - Present)
- Financial Advisor @ (January 2022 - April 2022)
- Senior Wealth Strategy Associate @ (October 2019 - December 2021)
- Financial Advisor @ Capital Analysts of Jacksonville, Florida Inc. (March 2017 - September 2019)
- Retirement Education Specialist CRPC @ (September 2014 - March 2017)
- Registered Representative @ (February 2013 - September 2014)
Michael Taras Education
- University of North Florida
Bachelor of Business Administration (BBA) (Financial Planning and Services)
2007-2016 - Florida State College of Jacksonville
Associates in Science (Business)
2004-2007
Michael Taras Skills
- Account Management
- Asset Allocation
- CFP®
- CPWA®
- CRPC
- Customer Experience
- Customer Retention
- Customer Satisfaction
- Customer Service
- Finance
- Financial Advisory
- Financial Goals
- Financial Planning
- Financial Services
- Forecasting
- IRAs
- Income Statement
- Investments
- Management
- People Skills
- Pricing
- Retirement
- Retirement Planning
- Sales
- Sales Process
- Securities
- Series 63
- Series 7
- Strategic Planning
- Team Leadership
- Wealth Management
- Profit
- Store Management
- 401k
- Mutual Funds
- Inventory Management
- Inventory Control
Michael Taras Summary
- Michael Taras, based in Jacksonville, FL, US, is currently a Financial Advisor at Raymond James. Michael Taras brings experience from previous roles at UBS, Capital Analysts of Jacksonville, Florida Inc. and Merrill Lynch. Michael Taras holds a 2007 - 2016 Bachelor of Business Administration (BBA) in Financial Planning and Services @ University of North Florida. With a robust skill set that includes Account Management, Asset Allocation, CFP®, CPWA®, CRPC and more. Michael Taras has 2 emails and 2 mobile phone numbers on RocketReach.
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