All Things Financial Planning Blog

About: Tara Scottino, CFP®

Website

http://www.cascfm.com/pages/whatwedo.asp?SPID=75018&Title=Carter+Advisory+Services&OrgID=234

Details

Tara L. Scottino, CFP®, is senior vice president of Carter Advisory Services, Inc. (CAS), the registered investment advisory firm affiliated with Carter Financial Management. Tara is responsible for the design and integration of each facet of our clients’ multi-disciplinary plans and is directly involved in pursuing the achievement of each client’s financial plan objectives. As Senior Vice President, Tara also oversees daily office operations while providing technical support for the planners of Carter Financial Management. Prior to joining CAS, Tara was Senior Vice President of Investments and Planning for a local wealth management firm whose core client base consisted of ultra high net worth individuals. Tara was responsible for financial planning (including advanced estate and tax planning) and portfolio management for those ultra high net worth individuals. Tara also managed team members, including workflow, team member recruitment, training and development. Tara also has extensive experience in designing portfolios and financial plans for established families as a financial advisor with Merrill Lynch Private Client Group and specialized in high-net worth clients at Wells Fargo Private Client Group. Tara is consistently recognized as one of Dallas’ Best Financial Planners by D Magazine and has been invited to speak on several occasions. The Financial Planning Association (FPA) invited her to be a guest speaker at their national Symposium in 2006 and she was a guest panelist at FPA’s Dallas conference, Transitioning into the Financial Planning Profession. She was also a featured speaker at the Carrollton/Farmers Branch Independent School District, Expanding Your Horizons conference.

Posts by Tara Scottino, CFP®:

• June 4, 2010 Sixty-five is the New Fifty-Five

• April 2, 2010 Planning Your Wedding, Avoid the Financial Hangover

• March 4, 2010 Facing the Financial Strains of Unemployment

• February 5, 2010 A Shorter, Cheaper (and Less Painful) Divorce?

• January 8, 2010 A Reverse Mortgage Could Be A Wise Move For Some Retirees

• December 4, 2009 First Time Homebuyer Credit Extended! Now Includes Repeat Buyers As Well!

• November 6, 2009 Tax Tips for This & Next Year

• October 9, 2009 First-time Homebuyer Credit Ends November 30