Tanner Watson

Tanner Watson is an experienced Associate Wealth Advisor currently employed at The Colony Group since July 2023. Prior to this role, Tanner worked as a Client Advisor at SCS Financial from May 2022 to May 2023 and as a Client Service Associate at Signature Estate & Investment Advisors, LLC from August 2020 to May 2022. Tanner's responsibilities have included supporting senior advisors, managing numerous client accounts, and creating comprehensive financial plans. Previous internship experiences at the Financial Planning Association and NWF Advisory provided Tanner with expertise in financial planning and analysis, portfolio management, and risk assessment. Tanner holds a Bachelor's degree in Mathematics from UC Santa Barbara and has earned certificates in Personal Financial Planning and IGETC Mathematics.