Michael A. Tannery Cpa, Cdfa® Aif®

Michael A. Tannery Cpa, Cdfa® Aif® Email and Phone Number

Creative Thinker, Registered Principal @ Tannery Company
Michael A. Tannery Cpa, Cdfa® Aif®'s Location
Richardson, Texas, United States, United States
Michael A. Tannery Cpa, Cdfa® Aif®'s Contact Details

Michael A. Tannery Cpa, Cdfa® Aif® personal email

Michael A. Tannery Cpa, Cdfa® Aif® phone numbers

About Michael A. Tannery Cpa, Cdfa® Aif®

Tannery Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how tax, accounting, and investment services can be delivered.Our team is experienced and credentialed in both financial planning, portfolio management, and accounting/tax services. We come together from different backgrounds and with different strengths to serve our clients’ needs in a strategic and proactive way.Our Core Values and Perspectives drive us daily. Our clients turn to us for foresight, straight talk, and collaboration from a team of dedicated advisory and accounting professionals.Want to learn more? Check out our website: www.tannerycompany.comMichael Tannery is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Tannery Company and IFG are unaffiliated entities. Licensed to sell securities in AR, AZ, CA, FL, KS, NC, NY, OK, TN, TX, VA, WI The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.michael@tannerycompany.com(214) 239-4700

Michael A. Tannery Cpa, Cdfa® Aif®'s Current Company Details
Tannery Company

Tannery Company

View
Creative Thinker, Registered Principal
Michael A. Tannery Cpa, Cdfa® Aif® Work Experience Details
  • Tannery Company
    Ceo, Creative Thinker, Registered Principal
    Tannery Company Dec 2001 - Present
    Richardson, Texas, Us
    Tannery Company a decidedly different professional services and financial advisory firm that is changing expectations about how professional investment and fiduciary services can be delivered. Our team is experienced and credentialed in financial planning, portfolio management, fiduciary service, and accounting/tax services. We come together from different backgrounds and strengths to serve our clients' needs in a strategic and proactive way. Our core values and perspectives drive us daily. Our clients turn to us for foresight, straight talk, and collaboration from a team of dedicated advisory and accounting professionals. Let Tannery & Company help you become a Financial Olympian!
  • Wachovia Securities, Llc
    Sr. Vice President – Financial Advisor
    Wachovia Securities, Llc Aug 1998 - Dec 2001
    San Francisco, California, Us
  • Merrill Lynch
    Vice President - Financial Advisor
    Merrill Lynch Jan 1992 - Jan 1998
    New York, Ny, Us
  • Traviswolff
    Shareholder
    Traviswolff Jan 1991 - Apr 1992
    Regional Accounting and Tax services firm, which was the result of the Dallas office of Pannell Kerr Forster.
  • Pannell Kerr Forster
    Partner
    Pannell Kerr Forster Oct 1989 - Jan 1991
    11th largest public accounting firm - provided consulting services to the real estate industry across the United States. Developed an appraisal and valuation practice that produced annual revenue over $2mm.
  • Tannery & Company
    Vice President
    Tannery & Company May 1981 - Sep 1989
    Local Dallas based accounting firm provided tax, audit and accounting services

Michael A. Tannery Cpa, Cdfa® Aif® Skills

Investments Wealth Management Finance Wealth Management Services Strategic Financial Planning Financial Services Financial Planning Wealth Investment Management Strategic Planning Portfolio Management Management Financial Advisory Leadership Retirement Planning Securities Etfs Public Speaking Asset Management Mutual Funds Investment Strategies Financial Planners Iras Alternative Investments Small Business Valuation Estate Planning Team Building Retirement 401k Investment Advisory Risk Management Long Term Care Funding Insurance Mergers And Acquisitions Asset Allocation Series 63 Personal Finance Life Insurance Due Diligence Marketing Fixed Annuities Real Estate Tax Consulting Financial Analysis Divorce Mediation Cpa Income Tax

Michael A. Tannery Cpa, Cdfa® Aif® Education Details

  • Smu Cox School Of Business
    Smu Cox School Of Business
    Accounting/Finance
  • Jj Pearce
    Jj Pearce

Frequently Asked Questions about Michael A. Tannery Cpa, Cdfa® Aif®

What company does Michael A. Tannery Cpa, Cdfa® Aif® work for?

Michael A. Tannery Cpa, Cdfa® Aif® works for Tannery Company

What is Michael A. Tannery Cpa, Cdfa® Aif®'s role at the current company?

Michael A. Tannery Cpa, Cdfa® Aif®'s current role is Creative Thinker, Registered Principal.

What is Michael A. Tannery Cpa, Cdfa® Aif®'s email address?

Michael A. Tannery Cpa, Cdfa® Aif®'s email address is mi****@****any.com

What is Michael A. Tannery Cpa, Cdfa® Aif®'s direct phone number?

Michael A. Tannery Cpa, Cdfa® Aif®'s direct phone number is +121423*****

What schools did Michael A. Tannery Cpa, Cdfa® Aif® attend?

Michael A. Tannery Cpa, Cdfa® Aif® attended Smu Cox School Of Business, Jj Pearce.

What are some of Michael A. Tannery Cpa, Cdfa® Aif®'s interests?

Michael A. Tannery Cpa, Cdfa® Aif® has interest in True Wealth Consultant, Transformation Boot Camp, Member, Large Gifts Campaign, Ronald Mcdonald House, Smu, Active Contributor, Class Xxv, Finance Chairperson, Cooking.

What skills is Michael A. Tannery Cpa, Cdfa® Aif® known for?

Michael A. Tannery Cpa, Cdfa® Aif® has skills like Investments, Wealth Management, Finance, Wealth Management Services, Strategic Financial Planning, Financial Services, Financial Planning, Wealth, Investment Management, Strategic Planning, Portfolio Management, Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.