Broker Check
Tara Puthenveetil

Tara Puthenveetil

Client Services Manager

919-341-1683

tara@oakbridge-financial.com

Tara grew up in Raleigh, NC and went to Trinity Academy of Raleigh and then attended Meredith College and North Carolina State University for college. Right after college she interned with Cru at NC State and grew in her love of supporting people, which is what led her into the financial industry. Tara recently got married in Raleigh to her husband, Bruce Porter! Tara is excited to help support the financial advisors as they guide their clients to reach their goals. 

Outside of work, Tara enjoys being active in her church, playing sports, and hanging out with her family and friends. She also coach’s varsity volleyball at Trinity Academy in the fall! 

Tara provides administrative support services only.

This website uses tracking technologies to enable our website functionalities, to enhance user experience or to analyze performance and traffic. We may also share information about your use of our site with our analytics partners. We do not sell your information or share it for purposes of cross-contextual advertising. For more details on the data we process, see our Privacy Policy.