Tanner is a financial advisor with Raymond James. As a CERTIFIED FINANCIAL PLANNER® practitioner, Tanner holds the prestigious CFP^® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

CFP^® professionals complete a rigorous and comprehensive program that covers the financial planning process comprised of tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. As a CFP^® practitioner, Tanner works along with Keais to provide all financial planning analysis for our clients at Hoyt Family Wealth Management.

Tanner also holds his Certified Investment Management Analyst^® (CIMA^®) designation. The CIMA^® certification is an advanced professional education and certification program that focuses on sophisticated investment and portfolio management topics. He completed his education requirement through the Yale School of Management, where he continued to expand his knowledge on investment fundamentals, portfolio construction and theory, behavioral finance, risk management, and much more. In addition, Tanner holds the Certified Kingdom Advisor^® designation and is a member of Kingdom Advisors, an organization that exists to serve the public by creating a recognized and credible specialty of Christian financial professionals within the financial services industry offering biblically wise financial advice.

While focusing his business on his clients' individual financial objectives, Tanner believes the most successful wealth management strategies look at the big picture. It is this comprehensive, focused approach, delivered with constant personal attention and a commitment to his clients' best interests, that sets Tanner apart.

Tanner is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Tanner works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial strategies using portfolio management, retirement planning, 401(k)s, estate planning, 529 education savings plans, tax-efficient strategies and more.

A native of Winterville, North Carolina, Tanner graduated from Liberty University with a Bachelor of Science degree in Psychology and a Master of Business Administration. While at Liberty, he was a two-time letter winner on the men's basketball team. He attends Opendoor Church and is a member of University City Kiwanis Club. When not working, Tanner enjoys spending time with Brittany and their son, Grayson, and daughter, Kennedy; playing golf; and spending time at Wrightsville Beach. He joined Raymond James in 2019.