Tanner Wilburn

About Tanner Wilburn

What I Do: As a seasoned financial advisor, my primary goal is to assist individuals and businesses in achieving their financial objectives. I provide comprehensive wealth planning and investment management services tailored to each client\'s unique needs and circumstances. Whether it\'s retirement planning, wealth preservation, risk management, or asset allocation, I offer guidance and strategies to help clients make informed financial decisions. How I Do It: I approach financial advising with a client-centric mindset, prioritizing personalized attention and building long-term relationships based on trust and integrity. I begin by conducting in-depth consultations to understand my clients\' financial goals, risk tolerance, and time horizons. With this information, I develop tailored financial plans that outline strategies and recommendations to help meet their objectives. What Makes Me Different: I feel there are several factors set me apart as a financial advisor: 1. Experience and Knowledge: With years of industry experience and a strong background in finance, I possess a deep understanding of the complexities of the financial markets and strategies to help optimize returns while managing risk. Customized Approach: I believe in the power of tailored strategies. Each client\'s financial situation is unique, and I pride myself on developing personalized plans that consider their specific circumstances, goals, and values. Proactive Communication: I prioritize clear and transparent communication with my clients, helping to ensure they are well-informed about their financial affairs. I proactively update them on market trends, performance, and any necessary adjustments to their financial plans. My Duty as an Advisor: As an Advisor, I am committed to acting in my clients\' best interests at all times. I place their needs above all else, avoiding conflicts of interest and maintaining the highest standards of professionalism and ethical conduct. How I Get Paid: Services are delivered via a transparent, fee-only service model. I get paid based on the advice I provide not by how much product I sell. If you are ready to hear more with no obligation, contact me 1. https://fa.ml.com/washington/spokane/tanner-wilburn/ 2. t••••••••@ml.com 3.

Experience

1. Financial Advisor

   Merrill Lynch

   Feb 2020 — Present

Education

• Eastern Washington University

  Bachelor's Degree

  2016 — 2018