Tara Brummell

Tara B. Brummell, CFP®, CRPC®
Vice President Wealth Advisor Truist Bank

10500 Little Patuxent Pkwy

Columbia, MD 21044-3505

About me

Background

Tara Brummell is a Vice President and Wealth Advisor with Truist Bank in Columbia, MD. She brings nearly 25 years of comprehensive financial services experience and acumen to her role as advisor to financially successful individuals and multi-generational families. As a key point of client contact, Tara works to understand the unique priorities and needs of each individual, family or institution, and partners with Truist Wealth specialists to provide her clients with customized wealth management strategies and services including financial planning, investment management, trust and estate planning, philanthropy and credit and lending.  

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA - Finance
The Johns Hopkins University 2005
BS- Business Administration-Economics
Towson University 1998

Personal Interests

Tara is a devoted wife and mother of two teenage girls, and is active in her community, serving on the Board of Directors of the Howard County Estate Planning Council and as former vice chair and trustee of Board of Trustees for the Community Foundation of Howard County. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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