TANNER G ROBINSON,
Designation: AIF®, CFP®
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.
Chris joined the Robinson Private Client Group of Oppenheimer & Co. Inc. as an Associate Financial Advisor in the Winston-Salem office in January 2017. Prior to joining the firm, Chris was a Financial Representative at Northwestern Mutual Insurance Company. He holds the Accredited Investment Fiduciary (AIF®) designation awarded by the Center for Fiduciary Studies in addition to the Series 6, 7, 66, Life, Health, and Long Term Care licenses. His clients include high-net-worth and institutional investors such as individuals and families, professional athletes, as well as foundations and retirement plans. Chris works with his clients to create customized strategies aimed at achieving specific financial goals.
Chris received a B.A. in Management and Society from UNC-Chapel Hill. At UNC, he was a four-time letterman for the varsity baseball team, played in two College World Series, and received the 2013 McCaskill Award for excellence in athletics, scholarship, and service to the community. After graduating, Chris played professional baseball in the Houston Astros’ organization as a pitcher.
Chris is a native of Winston-Salem, NC and a member of Centenary United Methodist Church. He also serves on the Hospice Foundation Leadership Council and volunteers with the Miracle League.
Tyler Britton joined the Robinson Private Client Group of Oppenheimer & Co. Inc. as a Group Analytical Associate in the Winston-Salem office in 2017. Tyler develops customized performance reporting packages for clients, provides research, due diligence and fund analysis, monitors portfolio allocations, executes trades and coordinates communication with team members to deliver premier client service. Prior to joining the firm, he played professional baseball in the Houston Astros organization as a pitcher.
Tyler received his Bachelors in Business Administration and Economics from High Point University. While in college, Tyler earned Dean’s List every semester while competing on the varsity baseball team. He was also named to the CoSIDA First Team All-Academic for District III his senior year.
Tyler is a native of Jamestown, NC. He is a volunteer with Big Brothers Big Sisters of the Central Piedmont and Miracle League of High Point and is a member of Mercy Hill Church in Greensboro, NC.
Andrea joined the Robinson Private Client Group of Oppenheimer & Co. Inc. as a Client Service Associate in 2017. Prior to joining Oppenheimer, Andrea spent 21 years at Morgan Stanley Wealth Management servicing in various roles. As a Client Service Associate, she manages operations and account maintenance, funds transfers, document preparation, assists with service resolution, and appointment preparation.
Andrea is a native of Winston Salem, and is a volunteer with the Ronald McDonald House.