Tamara Forte
Assistant Vice President
Private Wealth Senior Registered Client Associate
Focus
Tamara strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. With more than 20 years of financial services experience, she handles the day-to- day management of the operations for the Nelson & Merlo Wealth Management Team of Wells Fargo Advisors. Including but not limited to, updating existing account information, maintaining data for eMoney plans, managing account transfers and transactions, and answering complex operational or technical questions.
Background and experience
Tamara began her financial services career in 2003 at Great-West Retirement Services in customer services providing retirement services support. In February 2006, Tamara joined Atlas Securities as an Investment Service Specialist, soon after the parent company merged with Wachovia Securities. As a Registered Client Associate at Wachovia Securities, Tamara assisted with the post-merger duties establishing the Regional Branch Office that supported Northern California and Colorado regions.
In February 2011, Tamara experienced another merger with Wells Fargo Advisors. Since merging with Wells Fargo Advisors, Tamara obtained her supervisory licensing which allowed her to transition to a Regional Support Specialist where she worked a hybrid position as a Registered Client associate while gaining experience by providing support to the Managerial staff. With her dedication, in May of 2018, she became the Assistant Field Support Manager, where as a manager she supported 3 branch regions with more than 85 Financial advisors and 25 Client Associates.
In 2021 she took the opportunity to work with the Nelson & Merlo Wealth Management Team, where she has remained as their Private Wealth Senior Registered Client Associate. She continues to run their day-to-day business by leveraging her extensive operational background while providing their clients with exceptional client service and support.
Accomplishments
Tamara holds Finra Series 9,10,7,65,63 registrations and California Insurance License. She earned a Bachelor of Science degree in Mathematics from Spelman College.
Away from the Office
She is a dedicated Wife and Mother of 2 boys 14 and 11. She enjoys attending music concerts, dancing and spending quality time with her family.
Tamara strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. With more than 20 years of financial services experience, she handles the day-to- day management of the operations for the Nelson & Merlo Wealth Management Team of Wells Fargo Advisors. Including but not limited to, updating existing account information, maintaining data for eMoney plans, managing account transfers and transactions, and answering complex operational or technical questions.
Background and experience
Tamara began her financial services career in 2003 at Great-West Retirement Services in customer services providing retirement services support. In February 2006, Tamara joined Atlas Securities as an Investment Service Specialist, soon after the parent company merged with Wachovia Securities. As a Registered Client Associate at Wachovia Securities, Tamara assisted with the post-merger duties establishing the Regional Branch Office that supported Northern California and Colorado regions.
In February 2011, Tamara experienced another merger with Wells Fargo Advisors. Since merging with Wells Fargo Advisors, Tamara obtained her supervisory licensing which allowed her to transition to a Regional Support Specialist where she worked a hybrid position as a Registered Client associate while gaining experience by providing support to the Managerial staff. With her dedication, in May of 2018, she became the Assistant Field Support Manager, where as a manager she supported 3 branch regions with more than 85 Financial advisors and 25 Client Associates.
In 2021 she took the opportunity to work with the Nelson & Merlo Wealth Management Team, where she has remained as their Private Wealth Senior Registered Client Associate. She continues to run their day-to-day business by leveraging her extensive operational background while providing their clients with exceptional client service and support.
Accomplishments
Tamara holds Finra Series 9,10,7,65,63 registrations and California Insurance License. She earned a Bachelor of Science degree in Mathematics from Spelman College.
Away from the Office
She is a dedicated Wife and Mother of 2 boys 14 and 11. She enjoys attending music concerts, dancing and spending quality time with her family.