PROFILE WITH PUBLIC SOURCES
Andrew McDowell
Managing Director & Senior Wealth Advisor
Miramar Beach, Florida
Wealth planning · CFP®, CDFA®, J.D.
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
Mariner
PROFILE WITH PUBLIC SOURCES
Benjamin Wong
Managing Director & Senior Wealth Advisor
Pleasanton, California
Wealth management · CFP®, AIF®
PROFILE WITH PUBLIC SOURCES
Dahlia Goldberg
Managing Director & Senior Wealth Advisor
Plano, Texas
Business owners · CFP®
PROFILE WITH PUBLIC SOURCES
Jana Shoulders
Senior Wealth Advisor & Principal
Tulsa, Oklahoma
Family wealth · AIF®, AEP®
PROFILE WITH PUBLIC SOURCES
Kate Kelly
Senior Wealth Advisor
New York, New York
Financial planning · CFP®, EA
PROFILE WITH PUBLIC SOURCES
Patricia Kummer
Senior Wealth Advisor & Principal
Highlands Ranch, Colorado
Financial planning · CFP®
PROFILE WITH PUBLIC SOURCES
Suzanne Wheeler
Managing Director & Senior Wealth Advisor
Amarillo, Texas
Life transitions · CFP®, AIF®, CeFT®
PROFILE WITH PUBLIC SOURCES
Valerie L. Newell
Principal & Senior Wealth Advisor
Cincinnati, Ohio
Investment management · CPA (inactive license)
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.