Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Insurance
  • Saving for Education

Awards & recognition

  • Tara Cunningham, Financial Planning Top 40 Regional Advisors Under 40, 2024
  • Dedicated Capital, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Tara Cunningham, Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Nick Vizzi, Ameriprise Ultimate Digital Excellence Award, 2022-2023
  • Tara Cunningham, Ameriprise Ultimate Digital Excellence Award, 2022-2023
  • Tara Cunningham, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • Dedicated Capital, Ameriprise Client Experience Award, 2021, 2023
  • Nick Vizzi, Ameriprise Circle of Success, 2009, 2011, 2018-2023
  • Tara Cunningham, Ameriprise Circle of Success , 2012, 2016-2023
  • Tara Cunningham, Working Mother Top Wealth Advisor Moms, 2019, 2020

Community participation

Both Tara and Nick are proud to be Florida State Alumnae.

Our team is very active in the Bay Area with the focus on continuing to grow and give back to our community. Tara is a member of The Junior League of Tampa, Inc. which is an organization of over 2,000 women committed to promoting voluntarism, developing the potential of women, and improving communities through effective action and leadership of trained volunteers. Its purpose is exclusively educational and charitable. Nick is a member of Leadership Tampa Bay which engages it's members with businesses and community leaders to enhance knowledge of regional assets and issues.

  • Junior Achievemnt
  • Junior League of Tampa
  • Leadership Tampa Bay
  • United States Central Command
  • The Humane Society of Tampa Bay
  • Habitat For Humanity

Honored to be recognized in Forbes

We’ve got some exciting news to share: Dedicated Capital has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at Dedicated Capital couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.