Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
5yrs
Based in Boston, Massachusetts, Tara Oconnell is a fiduciary financial advisor with 5 years of industry experience. Tara has been with Brighton Jones since 2025; before that, Tara spent a year at Ballentine Partners. Brighton Jones offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office45 Newbury Street Suite. 404, Boston, MA 02116
FirmBrighton Jones
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.96 million
Advisors at the firm159
States licensed ?1 state
Services through Brighton Jones
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowBrighton Jones LLCCurrent firm
- May 2024 – Jan 2025Ballentine PartnersPreviously
- 2021 – 2023Brighton Jones LLCPreviously
Contact Tara
(206) 258-5000Firm headquarters in Seattle, WA. Ask for Tara. 45 Newbury Street Suite. 404Boston, MA 02116Office · Get directions Instagram pageBrighton Jones
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Tara
Tailored to Tara’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tara
How do I contact Tara?
Call Brighton Jones at (206) 258-5000 and ask for Tara Oconnell. Tara works from the Boston, MA office.
How long has Tara been a financial advisor?
Tara has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Tara hold?
Series 65. Tap any license on this page to see what it allows.
Is Tara a fiduciary?
Tara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tara paid?
Brighton Jones reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Tara for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Osbon Capital Management
47yrs
Top 1% by experience in Boston
UBS Financial Services
47yrs
Top 1% by experience in Boston