Teams at Mariner Wealth Advisors

Provide comprehensive wealth management and customized financial plans for high‑net‑worth clients. Cultivate client relationships, execute client requests, support business development, and mentor junior advisors while collaborating with the wealth management team.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

Lead investment strategy efforts bridging Research, OCIO, and Internal Strategies with Wealth and UHNW business units. Design allocation models, advise advisors and clients on Mariners solutions, synthesize research into client-ready outputs, support business development, mentor team members, and promote consistent, client-centric investment messaging to improve retention and drive new mandates.