PROFILE WITH PUBLIC SOURCES
Andrew McDowell
Managing Director & Senior Wealth Advisor
Miramar Beach, Florida
Wealth planning · CFP®, CDFA®, J.D.
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Understand the firm.
Mariner provides wealth planning and investment management alongside tax, estate, trust and executive planning services. Its advisor biographies describe personalized work with individuals, families and business owners.
Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.
People in the directory.
8 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.
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)
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