Officially I’m Caroline Tanis CDFA MBA. But since we’re friends now please call me Caroline. I started my career in Wealth Management at Merrill Lynch where I spent almost five years building my practice. In order to best service my present and future clients I took the leap and created Tanis Financial Group (TFG as you will commonly see me refer to it as). TFG is proudly part of the Women’s Wealth Boutique, an independent advisory firm.
I became obsessed with financial planning and financial empowerment after realizing how little we as women are taught about this topic. I am now on a mission to break this cycle. I began with education and learning as much as possible (and continue to do so everyday). At the University of Delaware I received my B.S. in Financial Planning and Wealth Management. After that I began at Merrill Lynch where I completed my Series 7, 66, and Life and Health Insurance licenses. To continue my education I earned my MBA at St. Joseph’s University with a concentration in Finance while also completing my Certified Divorce Financial Analyst® designation. All of this so I can best serve and educate other women.
A ship in the harbor is safe, but that is not what ships are built for-John A. Shedd
In my spare time I aim to be active in my community. I serve as a member of The University of Delaware Alumni board and am a leader of Believe Inspire Grows Northern New Jersey Pod. For fun, I am an avid traveler, beach goer, and love to host parties for family and friends. I am always on the hunt for my next travel destination or recipe.