Felix Tankersley

Tank is uniquely equipped to lead a team of professionals to extend personalized investment and financial planning counsel to individuals.

Combining financial knowledge with more than thirty years of experience of helping others navigate through their many financial choices, Tank provides order and direction to client’s decision-making process and provides custom-tailored solutions. Tank holds undergraduate and graduate degrees in Business Administration and majored in Finance from Auburn Univerity. He has many industry designations: CFP®, RICP®, AEP®, CKA®, CTFA and has extensive experience working with affluent families to create tax-efficient financial plans and couples plans with investment management strategies that usually include private alternative assets. Take has traded over $7 billion of bonds in his career and has unique experiences and insights regarding investments. Tank enjoys building close client relationships and is passionate about helping people to become more financially educated and wiser stewards of the resources entrusted to them. Tank loves spending time with his wife and two daughters. He enjoys volunteering at his church as he is an elder in the Presbyterian Church of America, as well as exercising at a gym or outdoors, and he is an avid SEC sports fan. Education, Credentials, Industry Associations • Graduate of Cannon Trust School, 2005 • Graduate of the College of Financial Planning, 2002 • Master of Business Administration, Auburn University, 1992 • Bachelor of Science, Business Administration, Auburn University, 1988 • Certified Financial Planner, CFP® • Retirement Income Certified Professional, RICP® • Accredited Estate Planner, AEP® • Certified Kingdom Advisor, CKA® • Certified Trust and Financial Advisor, CTFA • Past President, Estate Planning Council of Birmingham • Original Advisory Board Member, The National Christian Foundation of Alabama • Past President, MBA Advisory Board at Auburn University Contact Information • ttankersley@bmsswesson.com • 205-706-5673 • linkedin.com/in/tank-tankersley