Tara Schutz, CFP®

Managing Partner at Windsor Private Wealth, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Skills

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Bio

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Credentials

  • Certified Divorce Financial Analyst®
    Institute for Divorce Financial Analysts™
    Mar, 2016
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Dec, 2013
    - Nov, 2024

Experience

  • Windsor Private Wealth, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Partner
      • Dec 2020 - Present

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Financial Advisor
      • Oct 2009 - Dec 2020

      NMLS# 1428650 NMLS# 1428650

  • Consumers Packing Company
    • United States
    • Food Production
    • 1 - 100 Employee
    • National Sales Manager
      • Sep 2004 - Aug 2009

Education

  • University of Colorado Boulder
    BA, Economics
    2000 - 2004
  • Istituto Lorenzo de'​ Medici
    Bachelor of Arts - BA, Study Abroad Program
    2002 - 2002

Community

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