Tanner Dix, CFP®
Phoenix,AZ
Summary
Dynamic Senior Financial Advisor with JP Morgan, recognized for achieving top national rankings and maintaining a 98% client retention rate. Expert in financial planning and client relationship management, delivering tailored wealth management solutions that drive client success and satisfaction. Proven ability to collaborate across departments to optimize investment strategies.
Overview
2026
2026
years of professional experience
3
3
Certifications
Work History
Senior Financial Advisor
JP Morgan
Tempe, Arizona
2024 - Current
- Onboarded highest volume of assets and clients among personal advisors in 2025, enhancing client portfolio growth.
- Managed over 130 clients and maintained over 150 million in assets under management.
- Established strong relationships with clients, resulting in a 98% retention rate.
- Developed tailored financial plans aligning with individual client goals, improving satisfaction and engagement.
- Coordinated integrated advice across investments, lending, and insurance, strengthening client relationships and service delivery.
Financial Advisor
JP Morgan
Tempe, Arizona
2022 - 2024
- Ranked in top 2% nationally among peers in 2023, reflecting commitment to client-centered financial strategies.
- Ranked among top 5 advisors nationally for two consecutive years.
- Acknowledged as national achiever in 2023 for delivering exceptional financial advisory services.
- Facilitated financial planning discussions, adhering to fiduciary standards for client success.
Client Services
Robinhood
2021 - 2022
- Collaborated with internal teams to enhance client satisfaction and address needs
- Educated clients on financial rules and account restrictions to ensure proper account standing
- Assisted clients with financial disbursements and managed asset movements to maintain account integrity
- Reviewed and assisted clients with early option assignments
- Reviewed and analyzed client portfolios to provide tailored financial advice
Asset Transfer Specialist
Vanguard
2020 - 2021
- Assisted 401k/employer sponsored plans in rolling over to Vanguard IRAs, ensuring smooth transitions for clients
- Facilitated transfer of new customer assets to Vanguard accounts, enhancing client onboarding experience
- Guided new clients in selecting appropriate account types and addressed inquiries throughout the process
Financial Analyst
The Department of Economic Security
2019 - 2020
- Analyzed financial status by comparing results with plans and forecasts to inform decision-making
- Streamlined cost analysis process by establishing and enforcing policies, identifying trends, and creating forecasts
- Provided financial expertise on budget matters pertaining to assigned programs, including budget, cash management, and compliance.
Business Analyst
The Foresight Companies, LLC
2018 - 2019
- Advised on operational and financial consulting for over 20 clients per quarter, resulting in profit margins exceeding five times the industry average
- Performed over 60 business valuations using various methodologies, streamlining data flow between intra-company departments
- Analyzed and managed business representations and acquisitions valued at up to 25 million
- Provided specialized consulting services in the death care industry, focusing on business finance and mergers.
Education
Bachelor of Science - Finance
Northern Arizona University
Flagstaff, AZ05.2018
Skills
- Financial planning
- Wealth management
- Investment analysis
- Client relationship management
- Effective communication
- Regulatory compliance
- Computer skills
Certification
Certified Financial Planner (CFP)
Awards
- JP Morgan National Achiever
- Nominated for Golden Key International Honor Society
- Order of Omega NAU's Greek Honor Society
- Cardinal Key National Honor Society
- The National Society of Collegiate Scholars (NSCS)
- The Society for Collegiate Leadership & Achievement (SCLA)
- Alpha Lambda Delta National Honor Society
Timeline
Senior Financial Advisor
JP Morgan
2024 - Current
Financial Advisor
JP Morgan
2022 - 2024
Client Services
Robinhood
2021 - 2022
Asset Transfer Specialist
Vanguard
2020 - 2021
Financial Analyst
The Department of Economic Security
2019 - 2020
Business Analyst
The Foresight Companies, LLC
2018 - 2019
Bachelor of Science - Finance
Northern Arizona University