Ameriprise Financial – Dedicated Capital Wealth Advisors

Ameriprise Financial – Dedicated Capital Wealth Advisors
Contact Name
Tara Cunningham, CFP®, CRPC™, APMA®
Address
4030 W. Boy Scout Blvd. Suite 300
Town/City
Tampa
State
Florida
ZIP Code
33607
Phone
(813) 851-2309
Website
Visit My Website
Description

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started

19 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Charitable Giving Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® or CERTIFIED FINANCIAL PLANNER® certification
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA® Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License
  • FL Insurance License- Life, Health, Variable Annuity

Education

  • Florida State University, Tallahassee, FL
  • BA in Marketing and Finance - Magna Cum Laude

Awards & recognition

  • AdvisorHub Women Advisors to Watch, 2026
  • Forbes Best-in-State Wealth Advisors, 2026
  • AdvisorHub Advisors to Watch (under $1Bil), 2025
  • Dedicated Capital Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Financial Planning Top 40 Regional Advisors Under 40, 2024-2025
  • Forbes Best-in-State Women Wealth Advisors, 2022-2026
  • Ameriprise Circle of Success, 2011, 2012, 2015-2025
  • Dedicated Capital Wealth Advisors, Ameriprise Client Experience Award, 2021, 2023, 2025
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2025
  • Ameriprise Ultimate Digital Excellence Award, 2022-2024
  • Working Mother Top Wealth Advisor Moms, 2019, 2020
  • Five Star Wealth Manager, 2016

Professional associations

  • The Junior League of Tampa

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

1. I'm proud to be Delta Gamma & Florida State Alumnae. I'm also excited to be a new and active member of the Junior League of Tampa.

2. Christ the King Annual Fundraiser

  • Live Auction Chair (2023–2024)
  • Auction Co-Chair (2025)

Interests

  • Doug and I have three beautiful children, Asher, Lyla, and Elina. Asher attends Christ the King and Lyla attends Sharaai Zedek preschool in South Tampa.
  • Traveling is a necessity for us. Over the past several years, we have visited Switzerland, Monaco, the French Riviera, and Italy. We also love to do an annual wine country trip. Most recently we've done Napa, Santa Barbara, and Temecula. Some of our favorite wineries are Alma Rosa, Caymus, O'Brien, Schramsberg, and Pence.
  • I am very active in the Junior League of Tampa. I love spending time with and helping children.
  • We love our dog, Chloe. She's a Lhasa Apso and Shih Tzu mix.