The Team

Western New York

Tamara McElligott

Wealth Advisor

With over 20 years’ experience in the financial services industry, Tamara has worked at financial institutions in the Buffalo area, primarily in back-office operations with a specialization in electronic banking. Tamara earned her ACH accreditation while employed at Greater Buffalo Savings Bank. Fast forward almost 15 years, Tamara worked in operations management at Fiserv, becoming an expert in credit card lockbox operations. Desiring a greater career challenge and wanting to do more within the banking realm, she began the arduous process of becoming an advisor. Little did she know that desire for change would help fill a higher purpose.

Tamara was married in 2016 to Dan McElligott, and they are very happily childless. They spend their free time watching comedies or true crime shows, listening to loud music and making up lyrics (especially while driving around), and occasionally breaking out into Nerf battles around the house. Tamara also has many passions, including cooking and baking, entertaining, photography, and interior decorating. Tamara also enjoys being a wine tasting guide who sells the wine too!

Tamara obtained her series 7 and 66 licenses in 2019 while employed at Merrill Lynch in Buffalo. In August 2019, her family was shaken when her last living uncle had been in an accident, after which they discovered he also had stage four lung cancer. With all she had just learned in her studies, she knew there would be many new responsibilities to be had after his passing. Tamara accepted the challenge of helping her family sort through the financial aftermath, in which she finds most families within the Black community are not prepared. After going through the process, she knew she never wanted to see another family struggle without a plan. Her goal is always to be a valuable resource for others to help them get on the right track and stay there. The firsthand experience brought on a reflection of what is important in life physically, emotionally, and financially. With a desire for a better fit for her financial career and her family’s needs, she happily decided to join the extraordinary team that Glenn and Mike have built to serve the Western New York Community.

Tamara is a Registered Rep with Peak Brokerage Services, an Investment Advisor Representative with Blackridge Asset Management, and affiliated with The Financial Guys, LLC.

Tamara's Licenses Include