Tara Stewart joined Allied Wealth Partners in December of 2022 bringing with her over 15 years of experience in the Financial Services industry. With prior leadership roles with Morgan Stanley and Prudential Financial, an advisory role with TIAA, and an MBA from Rutgers University, Tara brings a wealth of knowledge to both the firm and her clients.
As a Managing Director, Tara leads a team of like-minded financial practitioners. Tara’s passion for coaching and professional development is evident in her ability to amplify outcomes for advisors and clients alike. Tara has a proven track record of developing advisors and taking their practice to the next level.
As a Financial Advisor, Tara delivers high quality advice to clients who have a desire to leave the world a better place than they found it. She enjoys working with those who have complex challenges and are philanthropically inclined. She believes in value-based financial planning, where goals will change, but values do not.
Tara specializes in holistic financial planning, portfolio management, tax and liability mitigation, small business planning, and business development consultation. She also has experience in working with not-for-profits, including the small farm where she lives with her dogs and apiary.
Prior to finance, Tara was a competitive equestrian and involved in the arts. She has sat on the board of several institutions including The Curtis Institute, as a patron of Brandywine Polo, and Philadelphia’s “Work to Ride” program. After caring for her mother with Alzheimer’s in her home for several years, Tara ultimately joined the Board at The Tender an Alzheimer’s respite program where she currently serves as finance chair.
Tara Stewart is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.