Mindy McLaughlin

Mindy McLaughlin, CFP®

Managing Director & Senior Wealth Advisor

Cincinnati, OH

Mindy McLaughlin is a managing director and senior wealth advisor. She has more than 25 years of experience in the financial services industry. As a senior wealth advisor, Mindy specializes in comprehensive wealth management and has significant experience managing concentrated wealth and applying risk-mitigation strategies.

Prior to joining Mariner Wealth Advisors, Mindy was senior vice president and senior portfolio manager at U.S. Bank, where she worked with private individuals, families and foundations. In that role, she focused on wealth preservation and transfer strategies. Previously, Mindy was a financial advisor at Johnson Investment Counsel and a private banking manager at Fifth Third Bank, where she was responsible for the Healthcare and Executive programs.

Mindy received a Bachelor of Science degree in finance and economics, with honors, from Miami University and obtained her Master’s of Business Administration degree from the University of Cincinnati. She holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Mindy serves on the Board of Trustees at 4C for Children, where she is the vice chair and a member of the executive committee and the investment committee. She is a trustee on the Beech Acres Foundation and is also a member of the Planned Giving Council at the Ronald McDonald House. Mindy is a past board member of the Cincinnati Children’s Choir.