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MEMBER PROFILE

 

Tara Brummell

Truist Wealth

 

Member profile details

Membership level
Maryland Individual
First name
Tara
Last name
Brummell
Title
Vice President
Company
Truist Wealth
LinkedIn profile URL
LinkedIn.com/in/tarabrummell
 

XPX ROLE

Leadership Role
Events Chair
Chapter Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Columbia
State
Maryland
 

PROFILE INFORMATION

Call me when
You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Finance
  • Investments
  • Lending
  • Retirement
Client Industry(ies)
  • Business Services
  • Financial Services
  • Non-profit
  • Real Estate/Construction
Professional Certification(s)
CFP® , CRPC
In Business Since
1998
How to contact
Email or Phone
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