Broker Check
Tara Showalter JD*, CFP®, CRPC

Tara Showalter JD*, CFP®, CRPC

President

With over 15 years of experience in the financial industry, Tara is a comprehensive financial advisor focusing on a consultative approach to financial planning. She works collaboratively with CPAs, attorneys and the other professionals in the best interest and outcome for her clients.

Experience

2017 -  President Bold New City Financial

2016 – 2017 President, National Financial Services Group

2014 –2016, Managing Director, AIG

2010 – 2014: Managing Principal, Waddell & Reed

2006 – 2009: Field Vice President, Ameriprise Financial

2004 –2006: District Manager, Ameriprise Financial

2003 –2006 : Financial Advisor, Ameriprise Financial

1998 – 2003: Attorney-General Practice, Estate-Planning

Awards1 and Distinctions

2012 Corporate Leader of the Year-WBO-Women Business Owners

2014 GAMA-General Agents Management Association- Frontline

Leader Award

Mercury Award 2003

First Year Top Achiever 2003-2004

Professional Memberships and Roles

Board Member, GAMA-Women’s Leadership Committee

National Board Member 2013-2014, WIFS-Women in Insurance &

Financial Services

Immediate Past President, WIFS-Women in Insurance & Financial

Services

Past President, SFSP-Society of Financial Services Professionals

Advisory Board Member-Real $ense Prosperity –United Way

Volunteer, Junior Achievement of North Florida

It’s her Business-Volunteer

Certified Financial Planner™

Professional, CFP®

Chartered Retirement Planning

Counselor, CRPC®

Juris Doctor, JD*

FINRA Series 7, 9, 10, 24, 66 & Life Insurance

Education

St. Norbert College, 1995 Bachelor of

Arts-Business Administration

Hamline University School of Law, 1998

Juris Doctor*

Tara Showalter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Florida

Tara Showalter is insurance licensed in the following states: Florida

CFP® and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

*Not practicing law on behalf of National Life Insurance Company, Life Insurance Company of the Southwest or Equity Services, Inc.

1Awards are based on sales criteria.