Tara Fowler

Q: What is Tara Fowler email address?

Email Tara Fowler at tara.fowler@ml.com. This email is the most updated Tara Fowler email found in 2026.

Q: How to contact Tara Fowler?

To contact Tara Fowler send an email to tara.fowler@ml.com. If you want to call Tara Fowler try calling on +16505936147. (updated on November 04, 2024)

Senior Resident Director, Senior Vice President at Merrill Lynch Wealth Management | San Mateo County, California, United States

About Tara Fowler

Tara Fowler serves as the Senior Resident Director and Senior Vice President at Merrill Lynch Wealth Management, where she leads a dedicated team in delivering research-based, active portfolio management tailored to the unique needs of sophisticated clients. With a focus on high-net-worth individuals and families, Tara's expertise lies in crafting customized wealth strategies that encompass goals-based investment strategies and comprehensive retirement planning. Her approach is deeply collaborative; she believes that understanding a client’s life—beyond just their financial portfolio—is crucial for developing sound financial strategies that align with their aspirations.

Currently, Tara is spearheading several key projects aimed at enhancing financial education for women, recognizing the importance of empowering female clients with the knowledge and tools to navigate their financial journeys confidently. She also specializes in divorce financial advising, providing critical support to clients during significant life transitions. By leveraging her skills in asset management and wealth and legacy planning, Tara ensures that her clients can pursue the opportunities they value most while safeguarding their financial futures.

Tara’s commitment to being a true client advocate is evident in her proactive approach to client engagement. She takes the time to listen and understand the intricate dynamics of her clients’ lives, enabling her team to devise customized investment portfolios that reflect their individual goals and values. In a rapidly evolving financial landscape, Tara Fowler stands out as a trusted partner, guiding her clients through complexities with clarity and confidence, so they can focus on what truly matters to them.

Tara Fowler Work

Senior Resident Director, Senior Vice President at Merrill Lynch Wealth Management in March 2007 to Present

Financial Advisor Trainee at Morgan Stanley DW Inc. in June 2005 to March 2007

Up-Stage Interiors Inc. at Co-Owner in November 2003 to December 2006

Tara Fowler Skills

Financial Strategies for Women

Financial Education

Goals Based investment strategies

Frequently Asked Questions about Tara Fowler

What is Tara Fowler email address?

Email Tara Fowler at [email protected]. This email is the most updated Tara Fowler email found in 2026.

What is Tara Fowler phone number?

Tara Fowler phone number is +16505936147.

How to contact Tara Fowler?

To contact Tara Fowler send an email to [email protected]. If you want to call Tara Fowler try calling on +16505936147. (updated on November 04, 2024)

What company does Tara Fowler work for?

Tara Fowler works for Merrill Lynch Wealth Management

What is Tara Fowler's role at Merrill Lynch Wealth Management?

Tara Fowler is Senior Resident Director, Senior Vice President

What industry does Tara Fowler work in?

Tara Fowler works in the Financial Services industry.