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Robert Tanner, Jr.

FOUNDER AND CEO | LEAD STRATEGIST

"I've been committed, for the past 30 years, to serving business clients, high networth individuals, across every industry and sector in the United States."

BIOGRAPHYEducation & Career

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1992

Estate Planning Specialist

Built a nationwide, estate planning business overseeing hiring and managing 22 of the best estate-planning attorneys in the country. The company quickly became the 2nd, most productive, estate planning firm in the country.

2002

Finance and Investments

I was the Advanced Business Planning Specialist at one of the nation’s top financial services firm. Became the #1 agent in 8 months and continued until my transition. 

NATIONALLY RECOGNIZED

Awards and Recognitions

  • Perennial Million-Dollar Roundtable Producer
  • Lifetime Member of the Prestigious Who’s Who Among Financial Advisors
  • Multi-Year Keynote Speaker for the SBA (Small Business Administration)
  • 2018 Tax Planner of the Year

2010

CEO at Integrity FBCS

Integrity was created to solve the multifaceted issues of business owners across the country; we identified business owners were one of the most underserved groups in the financial services industry. 

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CONTACT USContact Robert. It’s Easy.

    CALL TODAY
    (844) 993-3080
    AUSTRALIA OFFICE
    3500 N Hullen | Metairie, LA 70002
    MONDAY - FRIDAY
    9AM - 4PM
    USA OFFICE
    Virtual Appointments Available

    Featured Team Members

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    Kenny Uhlich

    Investment Lead

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    Eugene Radcliff

    Corporate Attorney

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    Drew Holland

    Risk Management

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    Ed Slott

    Advanced Tax Planning

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    Jared Lemeo

    Retirement

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    Samantha Barnes

    Case Management

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    Emily Fisher

    Case Management

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    Julie Smith

    Radio and TV

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    (844) 993-3080

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