CLIENT SERVICES ASSOCIATE
As a Client Service Associate, Tanner provides clients with comprehensive service by assisting with their account management needs, working with wealth managers, preparing reporting materials, executing requests for capital, and coordinates any additional matters related to their accounts.
After graduating high school from Westbrook Cristian School, he played baseball at Snead for 1 year and went to Gadsden state for another year before going to Auburn University. Tanner finished with a bachelor’s of science degree in Wildlife Sciences where he learned how to analyze various data sets, developed real-world problem-solving skills, and even added on a few business classes to further his education. This made him realize his talent for working with numbers and gave him an interest in the finance world. He is currently studying to become a fully registered Financial Advisor.
Tanner grew up on a farm in Southside, AL where he currently resides. Here is where he developed a love for the outdoors and learned what hard work and good manners mean. Tanner enjoys spending his free time with his friends and family or outdoors hunting, fishing, and with his lab Finley.