Tara May, Cpa, Qka, Cpfa Email and Phone Number
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Having focused in the financial services industry since 1994, Tara has an in-depth knowledge of working with business owners, individuals, trusts and a heavy emphasis in the qualified retirement plan industry. Tara has a servant’s heart and a passion to help people in meeting their financial goals. She understands there is a need for planning at all life stages and is eager to serve. She is forward-thinking and strives to always keep her clients abreast of new trends or regulation changes that may affect their personal planning. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Mag Cap
View- Website:
- magcapadvisors.com
- Employees:
- 6
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PresidentMag Cap Jul 2022 - PresentJackson, Mississippi, United States
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DirectorMag Cap Apr 2021 - Jul 2022Jackson, Mississippi, United States
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Advisory ServicesGranthampoole Pllc May 2019 - Apr 2021Ridgeland, MississippiAssisting both individuals and business owners to achieve their financial goals and objectives. -
Financial AdvisorRaymond James Financial Services 2018 - Apr 2019Brandon, Mississippi 39047Assisted individuals, business owners and retirement plan sponsors in working toward their financial goals through various investment resources and planning methods gained in previous work experience. -
Retirement Plan AdvisorHorne Jan 2017 - 2018Ridgeland, MississippiRetirement plan advisor for HORNE's Wealth Management division. Provided consulting services to assist retirement plan sponsors in meeting their business goals as well as educating their plan participant's in obtaining their retirement objectives. With an extensive career in ERISA and retirement plan consulting services for over 2 decades, client service and finding the right "fit" for those she works for, is truly her passion. -
Senior Vice PresidentPinnacle Trust Apr 2014 - Jan 2017Madison, MississippiERISA Retirement Plan Oversight and Advisory Services including:* Provided fiduciary services to clients including 3(21), 3(38), Directed Trustee and Discretionary Trustee* ERISA consulting services* Wealth management and retirement plan business development * Internal fiduciary compliance for retirement plan division* Compliance examinations and audit functions with regulatory agencies* Streamlined and developed processes for internal efficiency -
Vice President- Retirement Plan Consulting And Administration ServicesHub International Nov 2009 - Apr 2014Ridgeland, Mississippi, United StatesFormerly Fox/EverettAs the Vice President and Stockholder-in-Charge of the retirement plan TPA division at Fox/Everett, Inc., daily duties consisted of department oversight and business development. Consulted with trusted advisors and clients regarding their retirement plan reviews and benchmarking their plan against industry standards. Assisted business owners/plan sponsors in meeting their goals through their employer sponsored retirement plan with creative plan design options available through the ever-changing landscape. -
PartnerHorne Llp Jun 2001 - Oct 2009* Oversight of the Retirement Plan TPA division* Business Development for the Firm* Team Mentoring and Management* Served on several Firm committees* Plan reviews/Benchmarking services for Investment Professionals, Business Owners and other Trusted Advisers* Plan Design and illustrations to find the right "fit" for a business' retirement plan* DOL and IRS retirement plan investigations* Plan Administration/Compliance/Testing
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SupervisorCrowell, Hart & Company, Ltd. (Firm Merged With Horne Llp-June 2001) Jun 1994 - Jun 2001Jackson, Mississippi AreaQualified Retirement Plan Administration and Consulting Services
Tara May, Cpa, Qka, Cpfa Skills
Tara May, Cpa, Qka, Cpfa Education Details
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Accounting
Frequently Asked Questions about Tara May, Cpa, Qka, Cpfa
What company does Tara May, Cpa, Qka, Cpfa work for?
Tara May, Cpa, Qka, Cpfa works for Mag Cap
What is Tara May, Cpa, Qka, Cpfa's role at the current company?
Tara May, Cpa, Qka, Cpfa's current role is President/Registered Investment Advisor/CPA-Magnolia Capital Advisors, LLC.
What is Tara May, Cpa, Qka, Cpfa's email address?
Tara May, Cpa, Qka, Cpfa's email address is ta****@****ett.com
What is Tara May, Cpa, Qka, Cpfa's direct phone number?
Tara May, Cpa, Qka, Cpfa's direct phone number is +160170*****
What schools did Tara May, Cpa, Qka, Cpfa attend?
Tara May, Cpa, Qka, Cpfa attended University Of Mississippi.
What are some of Tara May, Cpa, Qka, Cpfa's interests?
Tara May, Cpa, Qka, Cpfa has interest in Health.
What skills is Tara May, Cpa, Qka, Cpfa known for?
Tara May, Cpa, Qka, Cpfa has skills like Retirement Plan Consulting, 401k, Retirement Planning, Pensions, Employee Benefits, Retirement, Financial Planners, Qka, Finance, Strategic Financial Planning, Defined Benefit, Leadership.
Who are Tara May, Cpa, Qka, Cpfa's colleagues?
Tara May, Cpa, Qka, Cpfa's colleagues are Debra Shelby, Jack Heidelberg, Cfa, Charles Marion, Jr. Cpa, Courtney Wood, Cfp®, Cpfa®, Stephen Griner, Cfa.
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