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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
 

XPX ROLE

Chapter Sponsorship Type
Silver
Leadership Role
Events Chair
 

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
LinkedIn profile link
LinkedIn.com/in/tarabrummell
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