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Tanner Holbrook

Tanner Holbrook

Client Services Coordinator

Tanner joined Rocco & Associates in January of 2018.  He started working in the operations department at Smith Barney in Washington, DC at the age of 16.  He graduated from Boston University’s School of Management with a B.S. in Business Administration with a concentrations in Business Law and Entrepreneurship.  After college, Tanner worked in real estate in the Washington, DC area and then began consulting for small businesses and start-ups in Washington, DC, New York City, and Greenwich, CT as well as consulting for the Chinese government in Jiangsu Province.  Not long after returning to DC, Tanner became the Director of Operations & Client Services for a newly established LPL firm.  He has passed his Series 7 and Series 66 exams and is currently a candidate for the CFP® Certification.  Tanner currently lives on Capitol Hill in his hometown of Washington, DC.  He is fluent in American Sign Language and enjoys foreign travel.  He is excited to be part of the Rocco & Associates team and is looking forward to assisting in operations and client services.