Tanner Gene White

Advisor at Edward Jones — Aberdeen, MD

Updated today

Credentials

Series 65, Series 66

Experience

1 year

Location

Aberdeen, MD 21001-1760

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Tanner White is a financial advisor with Edward Jones in Aberdeen, MD, holding Series 65 and Series 66 credentials. He has four years of military service in the United States Army and began his career at Edward Jones in 2025. Prior to that, he worked briefly with Ripken Baseball and studied at the University of Southern California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Wealth management General estate planning guidance

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Aberdeen, MD

998 Hospitality Way Ste 203

Aberdeen MD 21001-1760

Advisors at this office

4

Most active in

Maryland · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

United States Army

2021 - 2025 • 4 years

Huntsville, AL

Ripken Baseball

2019 - 2019 • 1 year

Aberdeen, MD

University of Southern California

2017 - 2021 • 4 years

Los Angeles, CA

C. Milton Wright High School

2014 - 2017 • 3 years

Bel Air, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeff J

CFP®, ChFC®, Series 63, Series 65, CLU®, Series 6, Series 7

Forest Hill, MD

Chesapeake Financial Planners

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Technology Professional Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Divorced Women Women Business Owners
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Timothy C

CFP®

Bel Air, MD

Curran & Company Wealth Advisory

Timothy Curran is a CFP® professional affiliated with Curran & Company Wealth Advisory in Bel Air, MD. He has been with Curran & Company, LLC since 2015 and with Curran Wealth Advisory, LLC since 2026. Curran & Company Wealth Advisory provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, integrating tax and accounting services through an affiliated firm. The firm’s investment approach focuses on long-term, fundamental analysis and diversified portfolios using low-cost mutual funds and ETFs, with oversight of third-party independent managers.

Wealth management Tax-loss harvesting
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Graeme W

ChFC®, Series 63, Series 65

Forest Hilll, MD

G.S. Woods Wealth Management

Graeme Woods is the principal advisor at G.S. Woods Wealth Management, holding the ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. His background includes roles at eXp Commercial and Finalis Securities, among others. Outside of advisory work, he is CEO of Multi Arbitrage Capital Solutions, where he consults business owners on risk management and develops related software. G.S. Woods Wealth Management serves individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans, providing financial planning, insurance advice, business consulting, and pension consulting. The firm employs a goals-based planning approach, refers clients to third-party asset managers, and offers services including an AI-based budgeting tool and discounted consultations for veterans and first responders.

Debt management Cash flow / budgeting Disability insurance College savings (529s, UTMA, etc.) Concentrated stock management Military & Veterans Founder/Business Owner Values-based investing
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Christopher Y

Series 66

Forest Hill, MD

Honeygo Financial

Christopher Yeagle is a financial advisor with Honeygo Financial in Forest Hill, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Honeygo Financial Services since 2020 and previously held roles at Life Plan Financial, Merrill Lynch, Pierce, Fenner & Smith, and TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, including both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based investment approach focused on passive strategies using index mutual funds and exchange-traded funds, complemented by ongoing portfolio management, tax and estate planning, and behavioral coaching.

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies College savings (529s, UTMA, etc.)

Ryan T

CFP®

Bel Air, MD

Town Capital

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

General retirement planning Engineering Professional Scientific Professional Baby Boomers (Born 1946-1964)
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Antoine O

Series 63, Series 65

Nottingham, MD

Plancorr Wealth Management, LLC

Antoine Orr is the sole advisor at Plancorr Wealth Management, LLC in Nottingham, MD, with 18 years of experience in financial consulting. He holds Series 63 and Series 65 licenses and has been self-employed since 1998, primarily working as an independent insurance agent alongside his advisory practice. Plancorr Wealth Management, LLC provides fee-only financial consulting and personalized planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes cost-benefit and risk-management analyses, offering services through consultations and detailed written reports without taking custody of client assets or discretionary trading authority.

Life insurance needs analysis Long-term care insurance Annuities Cash flow / budgeting Retirement income strategy
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