If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice.
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.
Chad recently joined our new location in Raleigh, N.C. Previously he worked for Beacon Pointe Advisors.
Jermaine Guthrie, CFP®
Senior Wealth Advisor
Jermaine recently joined our existing location in New York, N.Y. Previously he worked for Morgan Stanley.
Morgan Nover
Associate Wealth Advisor
Morgan is a next-gen advisor and began her career at Mariner Wealth Advisors as a client service associate. She was recently promoted to associate wealth advisor.
Raoul Rodriguez, CFP®, EA
Senior Wealth Advisor
Raoul recently joined our existing location in Coral Gables, Fla. Previously he worked for Congress Asset Management.
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 grow your business or spend more time with clients or family, The Network can help you achieve it. We built our business model around preserving and strengthening your independence and letting your entrepreneurial spirit thrive. Our services aim to help you meet the sophisticated needs of your clients while adding real value to your broker-dealer and custodial relationships.
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 Triples AUM in 5 Years With In-House Support
After 36 years spent building a financial planning practice literally from the bottom up—she started in her basement—Patricia Kummer felt she had hit a plateau and lacked the resources to grow her business. She searched for a strategic growth partner to help her expand and serve more clients while attracting the talent needed to do so. After speaking with several firms, she joined Mariner Wealth Advisors. Since then, the sky’s been the limit.
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.
Join a growing community of CPAs across the country who partner with us to extend their solutions and services. Mariner Wealth Advisors’ Alliance Program is designed to help you stay competitive while growing your firm.
Mariner Wealth Advisors, a national wealth advisory firm, today announced it has expanded its presence in the Pacific Northwest with the acquisition of Kirkland, Wash.-based Klevens Capital Management
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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1Data as of 6/30/2023 – AUA in billions and includes 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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