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Tara T
Series 65
Metter, GA
CWM, LLC
Tara Tremblay is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Strategic Financial Management and healthcare-focused companies such as Mako Medical Laboratories and Healthcare Business Partners, where she served as CEO of a management consulting business she founded. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of retirement-plan and financial services with an emphasis on fiduciary processes and operational support.
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