Tara is approachable, conscientious, and always greets you with a smile. She helps the team maintain a personalized client experience. She strives to anticipate the needs of clients, building connections based on trust. She supports the team in many ways and enjoys learning about clients as well as new systems and skills. Being a part of a client’s financial journey is rewarding for her.

She joined Raymond James in 2024 after selling her business she built over the past 30 years. Being a small business owner with strengths in sales, marketing and working directly with clients, she has built a culture of high standards of customer care and goal management. Prior to that she was an assistant to the sales and trading team at Dabney Resnick Imperial. Just like her Italian heritage has taught her she likes to treat her clients just like family. She is a graduate of Loyola Marymount University, where she earned a B.A. in English.

A native to Southern California, Tara grew up in Los Angeles and currently lives in Sherman Oaks, CA. This Valley Girl spends her free time with her dog Charlie Brown and loves to travel with her family, especially to Italy and eat lots of pasta.