Tanner Welch is a Wealth Manager who shares Pinnacle Peak Private Client Group's values in seeking to maintain transparent and ongoing communication with clients. Tanner chose Pinnacle Peak Private Client Group to better serve clients as part of a registered investment advisor (RIA) firm. Tanner believes doing the right thing for clients means looking at more than just their financial goals, it also means understanding the vision clients hold for themselves and dreams for their families across generations.
Tanner’s perspectives come from the years he has worked in and around the industry directly, and from the years of experiences he had growing up with his mother working at Merrill Lynch for over 20 years. A part of Tanner’s motivation comes from witnessing the struggles families may face when challenged with adversity and difficult financial decisions. Tanner believes in building long-lasting and meaningful relationships and working hard to ensure clients are ready for the future.
Tanner has previously worked as a Relationship Banker for JPMorgan Chase & Co. He has also worked as a Financial Advisor and Personal Investment Advisor for Merrill Lynch Wealth Management, Bank of America Corporation. Tanner graduated from Arizona State University (ASU), is a member of Delta Sigma Phi, and the Co-Founder of Capital Investors Association.