Tanner G. Robinson, CFP®, AIF®

Tanner G. Robinson, CFP®, AIF®

Executive Director – Investments

Tanner joined Oppenheimer & Co. Inc. as Executive Director - Investments in its Winston-Salem office in October 2009. Prior to joining Oppenheimer he spent several years at Merrill Lynch, and has been serving clients in the financial services industry for over a decade. His clients include high-net-worth families and individuals, as well as institutional investors, such as health care systems, foundations, endowments, retirement plans, and family offices.

Tanner is the primary point of contact for the team and works directly with clients to understand their unique financial situations and goals, and customizes strategies to achieve those goals. Tanner holds the Certified Financial Planner (CFP®) from the Certified Financial Planner Board of Standards Inc. and the Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies designations and has received many professional accolades including being named to OnWallStreet’s list of “Top 25 Regional Advisors Under 40.” The Regional Advisors Under 40 Ranking is based on production only of those advisors that were nominated for inclusion to the OnWallStreet annual list.

He received a B.S. in Business Administration from the Kenan-Flagler School of Business at the University of North Carolina and currently serves on the University’s Board of Visitors. Tanner serves on several other boards including the Old Hickory Council of the Boy Scouts of America, the North Carolina Courts Commission, and Forsyth Jail and Prison Ministries. He is also a founding board member of the New Benefactors of Old Salem and the Hospice and Palliative Care Leadership Council as well as the past chair of the Board of the Triad Chapter of the March of Dimes. He serves in leadership and volunteer capacities at Centenary United Methodist Church, UMAR and World Relief Outreach. Tanner is a graduate of Leadership Winston-Salem and he is married with two daughters.