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Tanner Watson Email & Phone Number
Associate Wealth Advisor at The Colony Group
at
Focus Partners Wealth
1 work email found
@scsfinancial.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Advisor at The Colony Group
Location
Los Angeles Metropolitan Area, United States
Who is Tanner Watson? Overview
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Quick answer
Tanner Watson is listed as Associate Wealth Advisor at The Colony Group at Focus Partners Wealth, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at scsfinancial.com and a matched LinkedIn profile for Tanner Watson.
Tanner Watson previously worked as Associate Wealth Advisor at The Colony Group and Client Advisor at Scs Financial. Tanner Watson holds Bachelor'S Degree, Mathematics from Uc Santa Barbara.
Company email context
Email format at Focus Partners Wealth
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{first_initial}{last}@scsfinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tanner Watson. Compare company email patterns before reaching out.
Profile bio
About Tanner Watson
Tanner Watson is a Associate Wealth Advisor at The Colony Group at Focus Partners Wealth. They possess expertise in mathematics, time and attendance, c++, python, microsoft excel and 45 more skills.
Listed skills include Mathematics, Time And Attendance, C++, Python, and 46 others.
Current workplace
Tanner Watson's current company
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7 roles
Tanner Watson work experience
A career timeline built from the work history available for this profile.
Associate Wealth Advisor
Current
Jul 2023 - Present
Client Advisor
May 2022 - May 2023
Client Service Associate
• Supported senior partner and associate advisors in day-to-day business operations• Completed operational forms for incoming and current clients (MoneyLinks, transfers, journals, etc.)• Established and maintained 700 accounts at both Schwab and Fidelity• Handled all insurance new business cases consisting of 50+ insurance/annuity policies equating to $18M+ in face amount• Set up and maintained 20+ accounts for alternative investments, including preparing subscription documents, internal compliance paperwork, custodian forms, processing capital calls• Worked with advisors to create 40+ financial plans using eMoney• Developed a system for analyzing and comparing annuity products• Maintained client and practice management data for book of business consisting of 500+ clientele• Organized and prepared material for prospective and current client meetings
Aug 2020 - May 2022
Financial Planning Intern
• Generated financial plans using eMoney• Constructed investment management portfolios using Morningstar Workstation• Analyzed a risk tolerance tool to identify the risk profile of clients• Identified the financial planning assumptions found in financial planning software• Established recommendations for student loan planning• Evaluated the tax implications of various personal and financial decisions• Determined the likelihood of success in different client retirement scenarios
Jun 2020 - Jul 2020
Financial Planning Intern
• Generated financial plans for high net worth clients using financial planning software• Performed portfolio analysis and fund research on Morningstar Workstation • Financial modeling using Excel to facilitate data analysis and further research • Maintained accurate client records and updated client information• Prepared reports and presentations for clients and financial planners
Jun 2018 - Jul 2020
Instructor & Administrative Assistant
Bas Rutten'S Elite Mma Gym
• Organized daily lessons tailored to each group’s required curriculum and individual needs • Personally instructed classes up to twenty students aged four to thirteen • Assisted students with disabilities such as autism, down syndrome, and ADHD • Provided membership plans in the best interest of clients to reach their goals • Maintained thorough and updated knowledge of product offerings as well as promotions• Acquired excellent letter of recommendation from supervisor
Jul 2015 - Jul 2017
3 education records
Tanner Watson education
Bachelor'S Degree, Mathematics
Uc Santa Barbara
Certificate In Personal Financial Planning
Ucla Extension
Certificate Of Achievement, Igetc, Mathematics
Moorpark College
FAQ
Frequently asked questions about Tanner Watson
Quick answers generated from the profile data available on this page.
What company does Tanner Watson work for?
Tanner Watson works for Focus Partners Wealth.
What is Tanner Watson's role at Focus Partners Wealth?
Tanner Watson is listed as Associate Wealth Advisor at The Colony Group at Focus Partners Wealth.
What is Tanner Watson's email address?
AeroLeads has found 1 work email signal at @scsfinancial.com for Tanner Watson at Focus Partners Wealth.
Where is Tanner Watson based?
Tanner Watson is based in Los Angeles Metropolitan Area, United States while working with Focus Partners Wealth.
What companies has Tanner Watson worked for?
Tanner Watson has worked for Focus Partners Wealth, The Colony Group, Scs Financial, Signature Estate & Investment Advisors, Llc, and Financial Planning Association (Fpa).
How can I contact Tanner Watson?
You can use AeroLeads to view verified contact signals for Tanner Watson at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.
What schools did Tanner Watson attend?
Tanner Watson holds Bachelor'S Degree, Mathematics from Uc Santa Barbara.
What skills is Tanner Watson known for?
Tanner Watson is listed with skills including Mathematics, Time And Attendance, C++, Python, Microsoft Excel, Microsoft Word, Adobe Photoshop, and Emotional Intelligence.
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