Broker Check
Tara Puthenveetil

Tara Puthenveetil

Client Services Manager

919-341-1683

tara@oakbridge-financial.com

Tara has grown 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 lead her into the financial industry. 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, playing sports, and hanging out with her friends and family. She also coaches varsity volleyball at Trinity Academy in the fall! 



Tara provides administrative support services only.