Tara Maxwell

Tara Maxwell

CFP®, MBA
Director, Planning
Greensboro
Let’s Connect

Education

  • Bachelor of Science in business administration (finance) from the University of Tennessee at Chattanooga
  • Master of Business Administration (MBA) from the University of Louisville

Certification(s) & Designation(s)

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

About Tara

Tara Maxwell serves as director of planning, where she combines deep technical experience with a practical, people-first approach to multi-scenario comprehensive planning. With a focus on long-term impact, Tara empowers clients to visualize the results of their financial decisions, ensuring their plans are directly aligned with their personal goals and legacy objectives. She excels at helping clients navigate significant life transitions, illuminating options they may not have previously considered to secure their financial future.

Tara uses her 20 years of experience in the financial services industry, to solve complex planning challenges and deliver service to clients across the practice.

Tara earned a Bachelor of Science in Business Administration (finance) from the University of Tennessee at Chattanooga and an Master of Business Administration from the University of Louisville. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.

Away from the office, Tara is an active member of her local church and a dedicated “sports mom,” who spends time watching her son Aiden at the golf course and her daughter Piper on the volleyball court.

Tara’s Recommended Reads

  • 3 minutes

    Moe’s Market Memo – September 18, 2026

    Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Senior Investment Consultant Fed Hikes Rates The Federal Reserve approved a quarter-point interest rate increase on Wednesday, lifting its benchmark rate to 3.75%-4%. The move reflects ongoing concerns about elevated inflation, driven in part by higher energy prices and other economic pressures. Most Fed…

  • 5 minutes

    Weekly Wisdom: Fed Meeting Recap – Higher Rates, Stronger Growth

    The Fed Delivers a Rate Hike The Federal Reserve raised the federal funds target range by 25 basis points to 3.75%–4.00% at its September meeting, marking the first rate increase in more than three years.1 The decision was unanimous and largely anticipated by markets, but the more important message came from the Fed’s updated projections and…

  • 2 minutes

    The Most Powerful Financial Tool Women Have Isn’t Money. It’s Their Voice.

    Why Asking Questions May Be the Key to Financial Empowerment For years, conversations about women’s financial empowerment have centered on income, investing, and retirement planning. While those topics remain important, new research suggests the real catalyst for financial confidence may be something much simpler: asking questions. According to the Savvy Ladies 2026 Mid-Year National Women’s…