Tanner Banister, Cfp®

Tanner Banister, Cfp® Email and Phone Number

Financial Planner at Richard P. Slaughter Associates @ Richard P. Slaughter Associates, Inc.
austin, texas, united states
Tanner Banister, Cfp®'s Location
Austin, Texas, United States, United States
Tanner Banister, Cfp®'s Contact Details

Tanner Banister, Cfp® personal email

n/a
About Tanner Banister, Cfp®

I am a goal-oriented worker, who strives to take information in and then simplify it for the client. I have worked in large offices and small offices, which has helped development both my teamwork skills, as well as ability to work independently on projects. Team player when needed, leader when available.

Tanner Banister, Cfp®'s Current Company Details
Richard P. Slaughter Associates, Inc.

Richard P. Slaughter Associates, Inc.

View
Financial Planner at Richard P. Slaughter Associates
austin, texas, united states
Website:
slaughterinvest.com
Employees:
15
Tanner Banister, Cfp® Work Experience Details
  • Richard P. Slaughter Associates, Inc.
    Financial Planner
    Richard P. Slaughter Associates, Inc. May 2023 - Present
    Austin, Texas, United States
    View
  • Kestra Financial
    Financial Planning Analyst
    Kestra Financial May 2022 - Apr 2023
    Austin, Texas, United States
    View
  • Amg Wealth Advisors
    Client Service Associate
    Amg Wealth Advisors Sep 2020 - May 2022
    Austin, Texas, United States
    He interacts with both prospective and existing clients and assists with meeting setup, preparation, recap, and investment implementation. Various other duties include: support with financial plan creation and management of data, marketing efforts, and insurance/annuity related task work.
    View
  • Quartz Financial
    Private Client Services Associate
    Quartz Financial Jan 2019 - Aug 2020
    Austin, Texas Area
    He handled the direct communication with Quartz clients by scheduling meetings and coordinating email messaging through contact management software. He was responsible for working with other Quartz employees to manage the day-to-day needs of Quartz clients, including account coordination, liquidity management, life and long-term care insurance servicing, and operational reviews.
    View
  • Axa Advisors, Llc
    Fellow
    Axa Advisors, Llc Sep 2018 - Jan 2019
    Austin, Texas Area
    View

Tanner Banister, Cfp® Skills

Microsoft Office Creativity Skills Leadership Professional Phone Skills Communication Financial Advisory Microsoft Powerpoint Microsoft Excel

Tanner Banister, Cfp® Education Details

Frequently Asked Questions about Tanner Banister, Cfp®

What company does Tanner Banister, Cfp® work for?

Tanner Banister, Cfp® works for Richard P. Slaughter Associates, Inc.

What is Tanner Banister, Cfp®'s role at the current company?

Tanner Banister, Cfp®'s current role is Financial Planner at Richard P. Slaughter Associates.

What is Tanner Banister, Cfp®'s email address?

Tanner Banister, Cfp®'s email address is ta****@****ial.com

What schools did Tanner Banister, Cfp® attend?

Tanner Banister, Cfp® attended Eastern New Mexico University.

What skills is Tanner Banister, Cfp® known for?

Tanner Banister, Cfp® has skills like Microsoft Office, Creativity Skills, Leadership, Professional Phone Skills, Communication, Financial Advisory, Microsoft Powerpoint, Microsoft Excel.

Who are Tanner Banister, Cfp®'s colleagues?

Tanner Banister, Cfp®'s colleagues are Josh Gideon, Cfp®, Laura Martin, Aif®, Wms, Brooks Slaughter, Natasha Finneran, Chantel Nichols, James Sherrard, Cfa, Cfp®, Bob Tabor, Aif®, Awma®,.

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

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.