Broker Check
Tamara Coffey

Tamara Coffey

Client Service Associate

Tamara joins Wintergreen Financial Group as our Client Service Associate employed by our Broker Dealer, LPL Financial, directly working with Karen Winslow. Tamara is a LPL employee and is part of the Admin Solutions program that supports multiple advisor's business. 

Tamara began her professional career at LPL Financial in 2015 as a member of the Service360 team. She has experience working with a variety of financial systems and enjoys the client-centric approach to financial services.

Tamara resides in the LPL home office in Fort Mill, South Carolina and has a passion for the financial services industry and volunteering. In her free time, she enjoys reading and traveling.