Tanner Little brings nearly half a decade of industry experience to his role as a client service specialist at Prime Capital Financial. Tanner’s professional journey includes roles as a client service associate at Edelman Financial Engines and as an investment professional at JP Morgan, where he managed transactional requests and addressed client inquiries.
Holding a Series 65 registration and a Chartered Retirement Planning Counselor™ (CRPC™) designation, Tanner is dedicated to delivering exceptional service and solutions for his clients. He thrives on uncovering solutions for complex financial needs and enjoys building strong personal rapport with clients. His goal is to become a financial advisor, guiding clients through every stage of their financial journey to help them achieve their goals.
