Tanya AndersonTanya AndersonAssociateSenior Client Associate
About Tanya
Tanya Anderson is a Senior Client Associate at J.P. Morgan Wealth Management.
Tanya offers the knowledge and insight she has gained from more than 25 years in wealth management, addressing clients' administrative needs with characteristic warmth and care. She has extensive experience in serving high-net-worth individuals and families and is sensitive to their preferences and interests.
Within the team, Tanya holds a number of responsibilities, including new account onboarding, asset transfers, account maintenance and client inquiry resolution. Her private-wealth experience has heightened her ability to advance client objectives with thoroughness and resolve, deepening her relationships with clients and their family members. Clients appreciate Tanya's reliability and professionalism—qualities she has cemented through her attention to detail.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Tanya was a Registered Senior Client Service Associate with The Phil Scott Group at First Republic Private Wealth Management. Her experience also includes 23 years with Merrill Lynch, where she began her financial services career in 1997.
In her free time, Tanya volunteers with the Friends of the Snoqualmie Valley Library. She also enjoys skiing, running, traveling and spending time with her family
Insights
![](http://dynl.mktgcdn.com/p/9eofX_ZBksfXrgTeFPUBqnXbShwIXcMFCO_UtZ0ompA/1440x810.jpg)
How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
Nothing is as good (or bad) as they say it is
June 28, 2024It’s going to take the Federal Reserve longer to achieve the confidence to ease. It’s all about confidence. It always is.Read Now![](http://dynl.mktgcdn.com/p/eD9kDRmZNMIR_yhx_fnfTA5dqhkfJzwBltI20FtBpr0/1440x810.jpg)
How to assess the potential impact of AI on your portfolio
June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/9eofX_ZBksfXrgTeFPUBqnXbShwIXcMFCO_UtZ0ompA/1440x810.jpg)
How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
Nothing is as good (or bad) as they say it is
June 28, 2024It’s going to take the Federal Reserve longer to achieve the confidence to ease. It’s all about confidence. It always is.Read Now![](http://dynl.mktgcdn.com/p/eD9kDRmZNMIR_yhx_fnfTA5dqhkfJzwBltI20FtBpr0/1440x810.jpg)
How to assess the potential impact of AI on your portfolio
June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)