Felix Tank Tankersley
Senior Wealth Advisor @Bmss Wesson Wealth Solutions
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WORK HISTORY
Senior Wealth Advisor @Bmss Wesson Wealth Solutions
Birmingham, AL, US
As Sr. Wealth Advisor for BMSS Wesson Wealth Solutions, Tank Tankersley is uniquely equipped to lead a team of professionals in extending personalized investment counsel and financial planning for high net worth clients. With broad experience helping others navigate the many financial choices they face, Tank provides order and direction to clients’ decision-making processes. His team effectively translates personal and financial goals into custom-tailored solutions. Tank is passionate about helping people become wiser stewards of the resources entrusted to them.With over 30 years of experience in the financial industry, Tank joined BMSS Wesson in 2018. Tank began his financial career with Colonial Mortgage Company as head bond trader; where he traded over $7 billion of bonds. He advanced to investment officer with Colonial Bank where his primary responsibility was investment sales. Tank then continued his investment and financial planning career with Ronald Blue & Co. Tank later joined Wachovia Wealth Management where he gained significant wealth management expertise. After Wachovia merged with Wells Fargo, Tank became Wealth Advisor for Alabama, serving the institution’s most affluent clients in the state. He later accepted a position with PNC Wealth Management Group as Alabama\'s Wealth Management Director.Tank is a Certified Financial Planner (CFP®) a Certified Kingdom Advisor (CKA®), Retirement Income Certified Professional (RICP®), a Certified Trust and Financial Advisor (CTFA), and an Accredited Estate Planner (AEP®). Prior to graduate school, Tank worked for Congressman Bill Dickinson for approximately three years. He also served as vice chairman of the Alabama Young Republicans. Tank was appointed as President of the Auburn University MBA Advisory Board. As Past President resident of the Estate Planning Council of Birmingham. Tank is an elder in the Presbyterian Church of America (PCA).
EDUCATION
College of Financial Planning
Certified Finacial Planner
Auburn University
Master of Business Administration - MBA, Business-Finance
Auburn University Harbert College of Business
Master of Business Administration (MBA), Finance
Auburn University
Bachelor's degree, Finance
SKILLS
ABOUT FELIX TANK TANKERSLEY
Tank is uniquely equipped to lead a team of professionals to extend investment and unique financial planning counsel to individuals and organizations. Combining knowledge with almost 30 years of experience in helping others navigate through the many financial choices they face. Tank leads in bringing order and direction to his client’s decision-making process. His team effectively translates one\'s goals into custom-tailored solutions.In 1992 Tank began his financial career with Colonial Mortgage Co. as Head Bond Trader where he traded approximately $7 billion of bonds. He advanced to Investment Officer with Colonial Bank where his primary responsibility was investment sales. Tank continued his career in the investment management and financial planning business, and in 2005 Tank joined Wachovia Wealth Management in Birmingham. After Wells Fargo merged with Wachovia, Tank became its Wealth Advisor and dealt with the institution’s most affluent clients. He joined PNC in July 2012 as Alabama\'s Wealth Management Director and served as Senior Relationship Manager. In August of 2018 he joined BMSS Wesson Wealth Solutions.Tank is a Certified Financial Planner (CFP®), a Certified Trust and Financial Advisor (CTFA), Certified Kingdom Advisor (CKA®), and an Accredited Estate Planner (AEP®). Tank is a two-time graduate from Auburn University with a B.S. in Business – Finance in 1988 and received his M.B.A. in 1992. Prior to graduate school he worked for Congressman Bill Dickinson and was the Vice-Chairman of the Alabama Young Republicans. Tank has served as the President of the Auburn University MBA Advisory Board. Currently, Tank is the Vice President of the Birmingham Estate Planning Counsel and is a Board Member of Young Business Leaders, a ministry to professionals.Tank is an elder at Briarwood Presbyterian Church. He is married to Amy, and they have two wonderful daughters.
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