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Tara O’Connor
Wealth Management / Wealth Management Team / Tara O’Connor
Tara O’Connor Headshot
715-907-7058

Tara O’Connor AVP Financial Advisor

Tara O’Connor is a financial advisor with Nicolet Wealth Management, with over 15 years of experience in the financial services industry. Tara is passionate about helping people turn financial aspirations into realities and helping guide them toward financial freedom and security. She acknowledges that everyone is in a unique situation and tailors her advice to meet individual needs. Tara’s primary goal is to always do what’s best for her clients, ensuring they feel supported and confident in their financial decisions.

Outside of work, Tara enjoys spending time with her husband, Tim, and their two children. They often engage in activities such as boating, playing pickleball, hiking and biking.

Tara earned an undergraduate degree from the University of Wisconsin-Stevens Point in Economics and Business Administration.

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.