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

Markets and Economy

The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?

August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
Markets and Economy

When will the Fed hike? It doesn’t matter

August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
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Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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