Experience Makes all the difference

At Taras Wealth Management, we value the relationship we build with our clients.  There are few things which can compare to the bonds established with your trusted advisor when we take care of your family.   We live that philosophy every day--as team members and as advocates of our clients. In fact, in speaking with our clients on their experiences with our team, one word we hear most often is "family." We are members of this community and we respect each other and those who choose to work with us. We talk to one another--not only about what's important to our businesses, but also in our lives.

Our practice and approach reflect this thinking. We thoroughly understand the dynamics of family relationships and their impact on financial decision making. That's why our advice and solutions are based on much more than investments-- but on people, what matters most to them today and how they can work together to provide for those they love in the future.

Regina M. "Jeanie" Taras, CFP®, CDFA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
Portfolio Management Program Financial Advisor
904-358-4175

email   Connect with me on LinkedIn



Professional Experience

  • UBS Financial Services Inc. - Senior Vice President - Wealth Management
    March 2013 – Present
  • Merrill Lynch- Vice President- Investments
    August 1976- March 2013

Education

  • B.S. Finance, University of North Florida
  • CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
  • Certified Divorce Financial Analyst™

Licenses

  • FINRA Series 7, 63, 65
  • Variable Annuities Insurance Licensed
  • Life Insurance Licensed
  • Long-Term Care Insurance Licensed

Personal & Community

  • Jacksonville native and resides in the San Marco community with her family
  • Member of the Jacksonville Chapter of the World Affairs Council
  • Member of the Jacksonville Women's Network
  • Member of the Rotary Club of Jacksonville, Chair of Projects and Screening committee


Registered States:
AL, CA, DC, DE, FL, GA, MA, MD, MN, MS, NC, NJ, NY, OR, PA, SC, TN, VA

Michael Steven Taras, CFP®, CRPC®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
904-358-4183

email



Professional Experience

  • UBS Financial Services Inc. -Senior Wealth Strategy Associate - Wealth Management
    August 2019 - present
  • Capital Analysts of Jacksonville Inc. - Financial Representative-Financial planning, Wealth Management, Employee Benefits
    March 2017 - August 2019
  • Merrill Lynch - Retirement Education Specialist - Retirement Plans
    February 2013 - March 2017

Education

  • BBA dual major Finance and Financial Services, University of North Florida
  • CERTIFIED FINANCIAL PLANNER(TM) certification awarded by the Certified Financial Planner Board of Standards, Inc.
  • Accredited Investment Fiduciary (AIF)

Licenses

  • FINRA Series 7, 66
  • Variable Annuities Insurance Licensed
  • Life Insurance Licensed
  • Long-Term Care Insurance Licensed

Personal and Community

  • Jacksonville native and resides on the Southside of Jacksonville with his wife and two children.
  • Member of the Rotary Satellite Club of South Jacksonville.
  • Member of the Financial Planning Association

 

 

 


Registered States:
AL, CA, DC, DE, FL, GA, MA, MD, MN, MS, NC, NJ, NY, PA, SC, TN, VA

Sarah Gay Guyton

Client Service Associate
904-301-3110

email



Sarah Guyton oversees client administration and practice management for Taras Wealth Management.  She has earned her FINRA series 7 and 66 licenses.  Sarah has more than 34 years of experience in the financial industry.  She received a B.S. degree from Hollins University.  She and her husband Tim have 2 daughters and also live in the San Marco neighborhood.

Licenses

  • FINRA Series 7, 63, 66


Registered States:
AL, CA, DC, DE, FL, GA, IN, MA, MD, MI, MN, MS, NC, NJ, NY, PA, SC, TN, VA

Jessica Albino

Senior Client Service Associate
904-358-4187

email



Jessica is a Registered Senior Client Associate. She has an MBA and bachelor's degree in Business/Accounting from the University of Phoenix. Jessica has vast experience providing administrative support to clients and is dedicated to providing excellent service.  Jessica is bilingual in English and Spanish. 


Registered States:
AL, CA, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, MS, NC, NJ, NY, PA, SC, TN, TX, VA