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True North Advisors

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

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January 2, 2014 in Client Wealth Management· Financial Planning Committee (FPC)· Shareholders· Wealth Advisory· Who We Are | by Admin

Tara L. Scottino

Tara L. Scottino: PRINCIPAL, VICE PRESIDENT AND SENIOR WEALTH MANAGER

PRINCIPAL, VICE PRESIDENT AND SENIOR WEALTH MANAGER

Tara L. Scottino is Principal, Vice President and Senior Wealth Manager at True North Advisors. A Certified Financial Planner™, Tara joined True North in 2014 bringing extensive experience in financial planning and portfolio management for high net worth clients. Prior to joining True North, Tara was Senior Vice President for Carter Financial Management where she was responsible for financial planning services as well as oversight of the firm’s daily office operations. Earlier in her career, she held senior level financial and wealth planning roles at The Capital Chart Room, LTD, Wells Fargo Private Client Group and Merrill Lynch.

Tara has been listed in D Magazine: Best Financial Planners (2015-2019). She is past president of the DFW Chapter of the Financial Planning Association and FPA NexGen, and has served on the National FPA Chapter Leadership Advisory Council and National FPA Experience Task Force. She also served on the board of trustees for the Foundation for Financial Planning for seven years.

Tara also serves on boards and committees of several local nonprofit organizations. She is a graduate of Leadership McKinney, past president of Captain Hope’s Kids, and was involved with the Leukemia and Lymphoma Society’s Team in Training. She also volunteers and fosters for Cat Matchers and is a member of the Junior League.

Tara holds a Bachelor of Science in Psychology from Texas A&M University. In her spare time, Tara enjoys running, cycling and swimming, as well as any other outdoor activity. She has completed many marathons and triathlons, including five Ironman distance triathlons.

Filed Under: Client Wealth Management, Financial Planning Committee (FPC), Shareholders, Wealth Advisory, Who We Are

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Contact

Phone: 214-360-7300 | Fax: 214-360-7301
Email: info@truenorthadvisors.com

Location

True North Advisors, LLC
3131 Turtle Creek Boulevard, Suite 1300
Dallas, Texas 75219

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