Background
Dara Abraham partners with Jim Brennan and Joseph Di Vincenzo to help affluent families and business owners address their financial and philanthropic goals through comprehensive planning coupled with industry leading wealth management practices.
Dara believes the key to fostering long-lasting relationships is to connect with clients and their families on a deeper, more meaningful level while helping them with the complexities that come with wealth. She engages clients in genuine and thought-provoking conversations and connects with the next generation, ensuring white glove service for each and every family.
Dara employs a holistic approach to her clients' personal and financial goals by introducing them to Truist’s suite of resources and assembling a team of specialists tailored to each client’s specific goals, needs, and wants.
Dara prides herself on being proactive, readily available, and delivering the highest level of service to the families and business owners she works with. She treats her clients the way she would want loved ones to be treated by an advisor.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Dara resides in Seminole Heights with her husband. She enjoys traveling, trying new restaurants, being on the water, cheering on the Tampa Bay Lightning, and volunteering.
Dara is passionate about making a positive impact in the Tampa Bay community and does so through her memberships in The Junior League of Tampa, the Tampa Delta Gamma Alumnae Chapter, and the Crisis Center of Tampa Bay’s Women in Action. Additionally, she is a board member for the Lions World Vision Institute Foundation.