Michael R. Tarr, II

Michael R. Tarr, II is an accomplished financial executive with extensive experience in business transactions, retirement planning, and wealth management. He currently serves as the Director of 401(k) Maneuver / MEP & PEP Solutions at Royal Fund Management, a position he has held since June 2022.1

Professional Background

Michael Tarr's career spans several decades in the financial services industry. He has worked for notable companies including:

• CBIZ as a Financial Advisor / HCM Enterprise Executive
• Morgan Stanley as a Financial Advisor
• Merrill Lynch as a Financial Advisor
• Sportswear Promotions Inc. as Senior VP North American Operations
• First American Futures, Inc. and Tarr Capital Management, Inc. as a Principal

Education and Expertise

Tarr graduated with a Bachelor of Arts in Finance from the University of Tennessee-Knoxville. His areas of expertise include:

• Market trading
• Retirement plan consultation and design
• Human Capital Management (HCM) strategy and implementation
• Risk management
• Financial reporting
• Compliance and regulation

Current Role

At Royal Fund Management, Michael Tarr focuses on:

• Directing 401(k) Maneuver programs
• Developing Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP) solutions
• Providing corporate retirement plan consulting12

He is based in the Nashville Metropolitan Area but also works from Lady Lake, Florida.12

Approach and Philosophy

Michael Tarr is known for his consultative approach to financial advisory services. He offers a comprehensive view of employee lifecycle management and brings a unique, unbiased vision to generating future results, whether through a top-down approach or a bottom-up investment thesis.1