Klingman and Associates, LLC
Tara Yoder is a seasoned professional with extensive experience in operations and customer service within the financial sector. Currently serving as a Senior Operations Specialist at Klingman and Associates, LLC since April 2022, Tara previously held the position of Channel Partner Manager at Fastpath Solutions, LLC. Prior to this, Tara accumulated over two decades of experience at Raymond James, where roles included Sr. Transition Consultant and Manager of Concierge Services, focusing on high-level client support for top Financial Advisors. Tara's educational background includes pursuing multiple degrees at the University of South Florida, including a Bachelor of Fine Arts in Art History, a Bachelor of Business Administration, and a Bachelor of Science in Marketing with Sales Concentration, along with an AA/AS degree from St. Petersburg College.
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Klingman and Associates, LLC
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/