Gillian Cassidy, CFP^®

Designations and licenses

Gillian is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Gillian provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Gillian served as an intern for Allegiant Private Advisors, where she worked with the wealth management team to create financial plans and provide client support.

Gillian has a Bachelor of Business Administration in finance from Florida Atlantic University and a Master of Science in personal financial planning from the College of Financial Planning: A Kaplan Company.

Personal interests

Away from the office, Gillian enjoys spending time with family and friends, live music, boating and golfing. She has a golden retriever, Daisy and an orange tabby cat, Reggie.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.