President
Current
Jul 2022 - Present
AeroLeads people directory · profile
Tara May, Cpa, Qka, Cpfa Email & Phone Number
President/Registered Investment Advisor/CPA-Magnolia Capital Advisors, LLC
at
MAG CAP
1 work email found
@magcapadvisors.com
1 phone found area 601
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
President/Registered Investment Advisor/CPA-Magnolia Capital Advisors, LLC
Location
Brandon, Mississippi, United States
Company size
Who is Tara May, Cpa, Qka, Cpfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tara May, Cpa, Qka, Cpfa is listed as President/Registered Investment Advisor/CPA-Magnolia Capital Advisors, LLC at MAG CAP, a with 6 employees, based in Brandon, Mississippi, United States. AeroLeads shows a work email signal at magcapadvisors.com, phone signal with area code 601, and a matched LinkedIn profile for Tara May, Cpa, Qka, Cpfa.
Tara May, Cpa, Qka, Cpfa previously worked as President at Mag Cap and Director at Mag Cap. Tara May, Cpa, Qka, Cpfa holds Bachelor Of Accountancy, Accounting from University Of Mississippi.
Company email context
Email format at MAG CAP
This section adds company-level context without repeating Tara May, Cpa, Qka, Cpfa's masked contact details.
*@magcapadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Tara May, Cpa, Qka, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Tara May, Cpa, Qka, Cpfa
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.
Listed skills include Retirement Plan Consulting, 401K, Retirement Planning, Pensions, and 18 others.
Current workplace
Tara May, Cpa, Qka, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Mag Cap
9 roles · 9 years
Tara May, Cpa, Qka, Cpfa work experience
A career timeline built from the work history available for this profile.
Director
Apr 2021 - Jul 2022
Advisory Services
Assisting both individuals and business owners to achieve their financial goals and objectives.
May 2019 - Apr 2021
Financial Advisor
Assisted 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.
2018 - Apr 2019
Retirement Plan Advisor
Retirement 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.
Jan 2017 - 2018
Senior Vice President
ERISA 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
Apr 2014 - Jan 2017
Vice President- Retirement Plan Consulting And Administration Services
Formerly 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.
Nov 2009 - Apr 2014
Partner
* 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
Jun 2001 - Oct 2009
Supervisor
Crowell, Hart & Company, Ltd. (Firm Merged With Horne Llp-June 2001)
Qualified Retirement Plan Administration and Consulting Services
Jun 1994 - Jun 2001
Team & coworkers
Colleagues at MAG CAP
Other employees you can reach at magcapadvisors.com. View company contacts for 6 employees →
CM
Charles Marion, Jr. Cpa
Colleague at Mag CapGreater Jackson Area, United States
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SG
Stephen Griner, Cfa
Colleague at Mag CapJackson, Mississippi, United States
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JH
Jack Heidelberg, Cfa
Colleague at Mag CapJackson, Mississippi, United States
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DS
Debra Shelby
Colleague at Mag CapJackson, Mississippi, United States
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CW
Courtney Wood, Cfp®, Cpfa®
Colleague at Mag CapRidgeland, Mississippi, United States
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Charles Marion, Jr. Cpa
Colleague at Mag CapGreater Jackson Area, United States
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SG
Stephen Griner, Cfa
Colleague at Mag CapJackson, Mississippi, United States
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JH
Jack Heidelberg, Cfa
Colleague at Mag CapJackson, Mississippi, United States
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DS
Debra Shelby
Colleague at Mag CapJackson, Mississippi, United States
View →
CW
Courtney Wood, Cfp®, Cpfa®
Colleague at Mag CapRidgeland, Mississippi, United States
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1 education record
Tara May, Cpa, Qka, Cpfa education
FAQ
Frequently asked questions about Tara May, Cpa, Qka, Cpfa
Quick answers generated from the profile data available on this page.
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 MAG CAP?
Tara May, Cpa, Qka, Cpfa is listed as President/Registered Investment Advisor/CPA-Magnolia Capital Advisors, LLC at MAG CAP.
What is Tara May, Cpa, Qka, Cpfa's email address?
AeroLeads has found 1 work email signal at @magcapadvisors.com for Tara May, Cpa, Qka, Cpfa at MAG CAP.
What is Tara May, Cpa, Qka, Cpfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 601 for Tara May, Cpa, Qka, Cpfa at MAG CAP.
Where is Tara May, Cpa, Qka, Cpfa based?
Tara May, Cpa, Qka, Cpfa is based in Brandon, Mississippi, United States while working with MAG CAP.
What companies has Tara May, Cpa, Qka, Cpfa worked for?
Tara May, Cpa, Qka, Cpfa has worked for Mag Cap, Granthampoole Pllc, Raymond James Financial Services, Horne, and Pinnacle Trust.
Who are Tara May, Cpa, Qka, Cpfa's colleagues at MAG CAP?
Tara May, Cpa, Qka, Cpfa's colleagues at MAG CAP include Charles Marion, Jr. Cpa, Stephen Griner, Cfa, Jack Heidelberg, Cfa, Debra Shelby, and Courtney Wood, Cfp®, Cpfa®.
How can I contact Tara May, Cpa, Qka, Cpfa?
You can use AeroLeads to view verified contact signals for Tara May, Cpa, Qka, Cpfa at MAG CAP, including work email, phone, and LinkedIn data when available.
What schools did Tara May, Cpa, Qka, Cpfa attend?
Tara May, Cpa, Qka, Cpfa holds Bachelor Of Accountancy, Accounting from University Of Mississippi.
What skills is Tara May, Cpa, Qka, Cpfa known for?
Tara May, Cpa, Qka, Cpfa is listed with skills including Retirement Plan Consulting, 401K, Retirement Planning, Pensions, Employee Benefits, Retirement, Financial Planners, and Qka.
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