portrait of Tara Yelton Buckley

About Tara

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.

I became a widow at a young age and my passion is to help others navigate through life's unexpected turns. My years of experience have...

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors

Work History

  • Edward JonesSeptember 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Tori Ruff
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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