Tala McCreless, CFP^®, AWMA^®

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Focus

My passion is to help families plan for a financial future that best meets their goals, but my commitment doesn't stop there. As a Financial Consultant and CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professional, I am dedicated to helping you with a wide range of financial matters including planning for retirement, saving for a children's or grandchildren's education, or looking to preserve wealth, I can help.

Background

I started my career with Wells Fargo Bank as a teller where I was able to get an understanding of our client's daily needs. From there, I also served as a banker and teller service manager. After three years with the community bank, I transitioned to Wells Fargo Advisors and became a registered representative.

Education

• CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professional
• The College for Financial Planning - Accredited Wealth Management Advisor^® (AWMA^®) accreditation
• The University of Alabama, Tuscaloosa – Bachelor of Arts

Previous Career Experience

• Wells Fargo Bank – Teller, Banker, and Service Manager
• Wells Fargo Advisors – Client Associate

Away from the Office

I have been an active member of the Huntsville community for the past 10 years. I am currently a member of our local volunteer chapter where I help connect our team members with volunteer opportunities that are meaningful to them and help make a positive impact in our city. Along with the many non-profits I volunteer with, I am also a member of The Junior League of Huntsville and a graduate of Leadership Huntsville/Madison County's Connect Class 20. My husband, Joseph, and I live in Downtown Huntsville with our daughter Farah Jane, and our rescue dogs, Sookie and Juno.