If you or your team are looking to work at a firm that arms advisors with growth opportunities, in-house resources and innovative investment management solutions while offering clients a boutique experience, joining the Mariner Wealth Advisors family could be the right next move for you. With our in-house tax, insurance, trust and estate solutions, you will be able to provide customized plans while spending time focusing on what you love—your clients.
Frederick joined Mariner Wealth Advisors as part of an acquisition in Pittsburgh, Penn.
Joe Reynoldson, CFP®
Associate Wealth Advisor
Joe is a next-gen advisor and began his career at Mariner Wealth Advisors as a client service associate. He was recently promoted to associate wealth advisor.
Kevne Sharpe, CFP®, ChSNC®, AEP®
Wealth Advisor
Kevne recently joined our existing location in Highlands Ranch, Colo. Previously she worked for Prudential Advisors.
Todd Redd
Wealth Advisor
Todd joined Mariner Wealth Advisors as the first advisor for our Knoxville, Tenn., location, an office we greenfielded in October.
Not Ready to Join?
If you’re an advisor who is intrigued by the support and value a firm like Mariner Wealth Advisors has to offer but want to own and run your own firm, we can help.
Mariner Advisor Network
Whether your main objective is to increase production or spend more time with your family, The Network’s mission is to help you achieve it. We focus on helping you build and support a successful independent practice.
A fee-for-service offering, Mariner Platform Solutions provides you with access to advisor solutions teams like tax and estate planning plus operational support so you can spend less time running your business and more time growing it.
Not to toot our own horn, but we think we’re pretty good at what we do…don’t just take our word for it. Hear what these advisors say about making the move to Mariner Wealth Advisors.
Advisor Gains Resources to Better Serve Clients and Build Her Business
Rachel Vivian was searching for a firm that would allow her to provide more customized investment solutions for her clients as well as grow her practice. Also important was access to referral networks and being part of a firm that supports women in leadership roles. Vivian joined Mariner Wealth Advisors knowing she would be backed by the in-house teams and resources she needs to succeed.
In-House Support Allows Advisors to Take Their Practice to the Next Level
Margaret McDowell and her sons, Andrew and Patrick, wanted to grow their family-owned practice and client services, so they searched for a partner with extensive in-house resources and team support. They focused their search on top-30, growth-oriented firms with a client-first approach. After just two calls, they decided to join Mariner Wealth Advisors. Margaret retired shortly after, and Andrew and Patrick assumed leadership of the practice.
National wealth advisory firm Mariner Wealth Advisors today announced that it will acquire Canton, Ohio-based McGervey Wealth Management at the end of the month. This acquisition—the firm’s ninth since the beginning of the year—will add approximately $105 million in assets under advisement (AUA) and establish its fourth office in Ohio.
We look forward to helping you find the opportunities available to you within the Mariner family. We welcome talented advisors who offer diverse perspectives, are strategic thinkers, communicate effectively and bring a positive attitude as they put the client first in everything they do. Sounds like you? We look forward to connecting.
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Form description
1In billions. AUA totals as of 9/30/22 and include assets under management and assets under advisement for all Mariner, LLC dba Mariner Wealth Advisors (“MWA”) and is not meant to represent regulatory assets under management. Please see Form ADV filings for specific information on regulatory assets under management.
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