With more than 12 years of experience in the financial services industry, Tara Llerena brings deep knowledge and a client‑first mindset to her role as a Paraplanner. Having worked in both large institutions and smaller independent firms, Tara has built a well‑rounded understanding of the financial landscape—all with the goal of sharpening her expertise and improving the lives of the clients she serves.
Grounded in an education‑first philosophy, Tara is committed to assisting our advisors in helping clients understand their options so they can make confident decisions. She holds a Bachelor’s degree in Personal Financial Planning from the University of South Florida.
Tara’s passion for financial planning stems from her childhood—watching her mother, also a financial advisor, transform clients’ lives through guidance, security, and genuine care. Seeing the meaningful impact her mother made inspired Tara to follow in her footsteps and carry that legacy forward.
Outside the office, Tara and her husband David, a former Navy service member, actively support the veteran community through Mission 22. Together, they are raising their spirited 6‑year‑old daughter, Davina, who keeps them on their toes. The family enjoys playing darts, traveling, visiting museums, exploring nature, and participating in environmental conservation efforts, ensuring Davina grows up with rich and meaningful experiences.
Her licenses and registrations include:
- FINRA Series 7 registration (General Securities Representative)
- FINRA Series 66 registration (Uniform Combined State Law Examination)
- SIE
- Florida 215 Insurance License