Tara (Tee) Meeks, CSA, FPQP®, CRPC®

Tee started her career in the financial services industry in 1982 with Union Planters Corporation. After six months of branch experience, she transferred to the brokerage division of the bank. Starting in the operations and customer service area, she moved to the trade desk where she was responsible for locating and purchasing municipal and government bonds for retail brokers and ultimately served as Vice President and manager of her division. In 1992, she joined Charles Schwab & Co., Inc. where she gained valuable experience servicing the financial advisers in the Memphis area. She joined W&A from First Tennessee Discount Brokerage where she had been responsible for customer service, operational procedures and equity and bond trading.

During her years in the industry, Tee obtained several licenses, including NASD Series 7 (Registered Representative), Series 24 (General Sales Principal) and Series 63 (Blue Sky). She earned her Financial Paraplanner Qualified Professional designation (FPQP) in 2007, the Chartered Retirement Planning Counselor designation (CRPC) in 2011and the Claritas Investment Certificate in 2013.  She is currently studying to earn her designation as a Certified Senior Advisor.

Tee is currently a volunteer with the Make-A-Wish Foundation where she serves as an ambassador representing the organization at a variety of public events. She is an active disaster relief volunteer for Samaritan’s Purse with deployments to Baton Rouge, Louisville, Durant Missouri, Houston, and West Point Mississippi. She also served with the Tennessee Baptist Southern Disaster Relief Team in the aftermath of Hurricane Katrina.