Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Tanner Low – Financial Advisor
I began my career in financial services while completing my bachelor’s degree in Finance and Economics at Texas Tech University. Prior to joining Merrill Lynch, I was blessed to be able to work as the Field Financial Development Officer for a Mission Organization in Kathmandu, Nepal. During my time in Nepal, I began to pursue a masters degree in professional counseling through Liberty University in order to provide desperately needed counseling services within the coummunity in which we lived. I was able to complete that degree after my family and I returned to the United States in 2015.
Among the reasons I chose to join the financial services industry is the desire to help others. One of my greatest joys comes from seeing the families that I work with achieve their dreams and goals. I have also watched the financial challenges that friends and families have struggled with in the past. As witness to these challenges, I recognized the need for a professional and caring team that is capable of helping others realize the life they want. My purpose is to help them define their goals, establish a wealth management strategy centered on their priorities, and continue to monitor their strategy as the inevitable changes in life occur.
We live in a world that’s constantly changing. Markets fluctuate moment to moment, new investment opportunities arise daily, and regulations are amended often. In the same way, the needs and priorities that are specific to your family, work, health, and home are continuously evolving. That’s why we believe that understanding you and your situation are the best starting points from which to plan your financial future. That means taking the time to delve into where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Understanding you and your priorities, enables us to effectively offer our experience and resources in order to help you build a financial framework that is rooted in the unique complexities of your life.
We believe that true financial success can be achieved when you’re able to make investment decisions and understand the trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home, or funding your child’s education, we start by getting to know you and how you feel about the following seven life priorities
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Texas Tech University System
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.