Associate Wealth Advisor
Tanner is an Associate Wealth Advisor at Richardson and in this role he is responsible for the development of cash flow and net worth projections, analysis of various financial transactions, tax and legal document reviews and the development of analysis and recommendations regarding life and long-term care insurance policies. Tanner is a member of the Investment Committee and the client relationship team.
Tanner was previously a Branch Office Administrator at Edward Jones where he gained experience in the wealth management field. In this role he was responsible for office management, investment operations and client service.
Tanner earned a BSCBA at The University of Alabama where he majored in Finance and minored in Personal Wealth Management. Tanner is currently in the process of pursuing the Certified Financial Planner (CFP®) designation.