Tanner McQuiston, CFA in

Tanner McQuiston, CFA

Researcher · DISC type Cs
Wealth Advisor at Crewe Advisors
📍 Layton, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
6 Years
Current Role
Wealth Advisor
Location
Layton, Utah, United States
Personality Overview

How Tanner shows up

Process Focused
Cost Conscious
Self-Disciplined

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Priorities

Topics Tanner cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Wealth Advisor
Crewe Advisors
2-2024 - 1-2025
Investment Analyst
Crewe Advisors
4-2023 - 2-2024
Investment Specialist
Integrated Financial Group
12-2022 - 3-2023
Senior Financial Analyst
Goldman Sachs
7-2021 - 12-2022
Financial Analyst
Goldman Sachs
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2021
Bachelor's degree
Brigham Young University Marriott School of Business
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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