Tara L. Budlong

Client Service Specialist

Tara Budlong serves as Client Service Specialist, providing support to StrategicPoint’s Advisory team. She is responsible for assisting clients and facilitating their service needs. She has been with StrategicPoint since 2011.

Tara has over 14 years of experience as a client service representative, including experience at Putnam Investments as well as Columbia Management. She holds the FINRA series 65 license as well as RI and MA Life and Health Insurance Producers Licenses.