Managing Director and Financial Advisor @ (June 2019 - Present)
Visiting Instructor-Undergraduate Financial Planning Department @ (August 2019 - May 2025)
President @ (January 2018 - June 2019)
Registered Principal @ (August 2017 - June 2019)
Financial Advisor @ (April 2016 - June 2019)
President @ (April 2016 - August 2017)
First in Line Leader-Financial Services @ (August 2014 - January 2016)
Managing Principal @ (June 2010 - August 2014)
Field Vice President @ (January 2003 - November 2009)
Tara Showalter Education
Hamline University School of Law
JD
1996-1998
St. Norbert College
BBA (Business Adminstration)
1990-1995
Tara Showalter Skills
Leadership
Risk Management
Management
Insurance
Small Business
Life Insurance
Team Building
Investments
Retirement
Finance
401k
Analysis of business problems/needs
Financial Strategy
Insurance Strategies
IRAs
Key Person Protection
Mutual Funds
Pension Plans
Retirement Planning
Securities
Variable Annuities
Hospitals
Customer Service
Financial Analysis
Financial Advisory
Market
Expenses
Relationship Marketing
Sales
Community
Business Networking
Fortune 500
Hold Series 7
Driving
Business Administration
Strategic Financial Planning
P&l Management
Natural Resources
Quality Auditing
Bench
Complaints
Legal
Florida
Insurance Planning
Coaching
Columbus
Personal Development
Multi Skilled
Financial Planning
Customer Satisfaction
Business Services
Staff Management
Asset Allocation
Investment Advisory
High Value
Branding
Florida Bar
Dublin
Financial Goals
Affluent
Training
Certified Financial Planner
Situational Leadership
Orlando
Surveying
Bonuses
Investigation
High Performance Computing
Ratings
P&l
Producing
Achiever
Yahoo
Rehabilitation
Client Services
Business Development
Case Analysis
Sales Management
Operations
Ohio
Marketing
Resilience
Change Management
Merlin
Time Management
Social Influence
Pipelines
Project Planning
Philosophy
Succession Planning
House
Bar
CRPC
Presentations
Responsibility
Lead by Example
Regulations
Product Knowledge
Atmosphere
Tax Planning
Tax
Sourcing
Juris
Stress Management
Financial Services
Compliance
Wealth Management
Business Planning
Relationship Building
Investment Strategies
Network Communications
Highlighting
Fpa
Interviews
Stability
Onboarding
Budgets
Culture
Risk
Mergers and Acquisitions
Recruiting
Negative
Series 7
Mercury
Tara Showalter Summary
Tara Showalter, based in Jacksonville, FL, US, is currently a NFLPA Institutional Financial Advisor at Ameriprise Financial Services, LLC at NFL Players Association. Tara Showalter brings experience from previous roles at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ, University of North Florida, Bold New City Financial and Equity Services, Inc.. Tara Showalter holds a 1996 - 1998 JD @ Hamline University School of Law. With a robust skill set that includes Leadership, Risk Management, Management, Insurance, Small Business and more. Tara Showalter has 1 emails and 2 mobile phone numbers on RocketReach.
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