Tara Coakley

Senior Vice President, Transition Services and Relationship Management

Ms. Coakley joined Dynasty from Bernstein Wealth Management where she served as a Private Client Manager, overseeing a portion of the sales team. She has 11 years of work experience in the financial services industry, all dedicated to partnering with Advisors in some capacity. Prior to joining the firm, Tara spent 4 years working for Merrill Lynch, transitioning newly recruited financial advisors from all over the country onto the Merrill Lynch platform. Tara earned her Bachelors of Science in Finance from Florida State University’s College of Business.
financial advisor in black shirt and suit