TARA CARLSON

Tara Carlson is a seasoned wealth management professional with over 15 years of experience in financial planning and investment management. She founded Magnolia Wealth Partners in 2025 to continue her mission of empowering individuals and families to make informed financial decisions in alignment with their goals.

Tara’s journey into wealth management began in an unexpected way. After earning her JD/MBA from the University of Tennessee - Knoxville, and a BA in American Studies from Georgetown University, she planned to pursue a career in law. However, life took a pivotal turn when her father was diagnosed with cancer. While helping her family navigate estate, tax, and investment challenges as they continued to manage the family business, Tara discovered her passion for financial planning. The experience inspired her to pursue a career where she could combine her analytical expertise with her drive to help others.

What sets Tara apart in her profession is her client-centered approach. She takes pride in partnering with her clients, educating them on their options, and delivering customized solutions. Known for her meticulous attention to detail, Tara describes her work as transforming a “shoebox of disheveled information” into a “beautifully wrapped gift with a big bow.” Her process is rooted in clear communication, high standards of service, and a commitment to excellence.

Originally from Memphis, Tennessee, Tara now resides in Brentwood, Tennessee, with her husband, two sons, and their beloved dogs, Lucy and Roxy. She is dedicated to her family and often spends her weekends cheering on her sons at soccer matches, baseball games, and cross-country meets.

Tara Carlson is a seasoned wealth management professional with over 15 years of experience in financial planning and investment management. She founded Magnolia Wealth Partners in 2025 to continue her mission of empowering individuals and families to make informed financial decisions in alignment with their goals.

Tara’s journey into wealth management began in an unexpected way. After earning her JD/MBA from the University of Tennessee - Knoxville, and a BA in American Studies from Georgetown University, she planned to pursue a career in law. However, life took a pivotal turn when her father was diagnosed with cancer. While helping her family navigate estate, tax, and investment challenges as they continued to manage the family business, Tara discovered her passion for financial planning. The experience inspired her to pursue a career where she could combine her analytical expertise with her drive to help others.

What sets Tara apart in her profession is her client-centered approach. She takes pride in partnering with her clients, educating them on their options, and delivering customized solutions. Known for her meticulous attention to detail, Tara describes her work as transforming a “shoebox of disheveled information” into a “beautifully wrapped gift with a big bow.” Her process is rooted in clear communication, high standards of service, and a commitment to excellence.

Originally from Memphis, Tennessee, Tara now resides in Brentwood, Tennessee, with her husband, two sons, and their beloved dogs, Lucy and Roxy. She is dedicated to her family and often spends her weekends cheering on her sons at soccer matches, baseball games, and cross-country meets.