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
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May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
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