By; Eileen Monesson
Tara Conti, CFP® Joins Glen Eagle Advisors
Her Unique Background in Finance, Engineering, and as a Life Coach Allows Conti to Take a Holistic Approach to Financial Planning
Princeton, NJ, August 26, 2013 – Glen Eagle Advisors, LLC one of the leading financial advisory firms in the Mid-Atlantic Region as well as a Certified Women’s Business Enterprise (WBENC), is pleased to announced that Tara Conti, CFP® has joined the firm. Conti is well-known for her holistic approach to financial planning.
“I have a diverse background which allows me to serve clients in a very unique way,” states Conti. “My training in finance, engineering and as a life coach gives me the opportunity to look at every situation with an analytical, solution-directed, goal-oriented and purposeful eye that is focused on achieving short- and long-term client goals. I am truly invested in helping my clients live a fulfilling life; knowing that their finances are on course with their overall life plan.”
“We are thrilled to have Tara as a member of our team,” adds Susan McGlory Michel, founder and CEO of Glen Eagle Advisors. “She is very client-focused and takes a fresh approach to each client’s financial planning needs. Glen Eagle takes a holistic approach to working with clients to help them reach their financial and other life goals. Tara’s nurturing personality and financial planning expertise makes her an excellent addition to the Glen Eagle Team.
A resident of Princeton, NJ, Conti comes to Glen Eagle Advisors from Main Street Financial Solutions where she helped clients align their priorities and values with what they want in life. She then created custom financial plans to help her clients achieve their desired goals. Prior to that, Conti worked for EKS Associates in Princeton as a financial planner and Andersen Consulting/Accenture as a financial software consultant and manager.
Conti graduated magna cum laude with a Bachelor of Science degree in Chemical Engineering from Lafayette College and then earned a Master of Science degree in Chemical Engineering and a Master of Business Administration in Finance from Virginia Tech. She is also a certified life coach from the NLP & Coaching Institute of California. She can be contacted at (609) 631-8231 or at [email protected].
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About Glen Eagle Advisors, LLC
Glen Eagle Advisors, LLC, a Certified Women’s Business Enterprise (WBENC), works with clients to achieve their financial goals through quality service, sound investment products and proactive advice. The firm offers an extensive array of investment products and services including traditional brokerage, private client, wealth management and corporate. Glen Eagle values honesty, trust, fairness, integrity, and high standards of business ethics. The Glen Eagle team specializes in working with business owners, entrepreneurs and individuals who want to maintain and grow their wealth. Headquartered in Princeton, NJ, Glen Eagle is an independent, full service investment securities firm. More information on the firm is available at www.gleneagleadv.com or by calling (609) 631-8231.
