Teams at Mariner Wealth Advisors

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.

The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.