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.
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
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 &
Immediate Past President, WIFS-Women in Insurance & Financial
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™
Chartered Retirement Planning
Juris Doctor, JD*
FINRA Series 7, 9, 10, 24, 66 & Life Insurance
St. Norbert College, 1995 Bachelor of
Hamline University School of Law, 1998
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.