Jeff Ogston, senior wealth advisor, shares how his role at Mariner Wealth Advisors is congruent with the 13 years he spent as a high school math teacher, allowing him to combine his love of teaching and coaching.
David Martin, senior wealth advisor, explains what to consider when determining which life insurance policy is right for you.
Andreas Scott, managing director & senior wealth advisor, shares how his experiences with setbacks have allowed him to help clients transcend market downturns and see the bigger picture.
Reed Davis, senior wealth advisor, shares why he’s so passionate about working with clients and why joining Mariner Wealth Advisors was the right fit for him.
Jack Giardano, associate wealth advisor, shares his advice for those thinking about joining the Great Resignation.
Christine Wentzler, senior wealth advisor, shares how joining Mariner Wealth Advisors was the right move for her and allowed her to spend more time focusing on clients.
Valbona Ceci, senior wealth advisor, shares with AdvisorHub her experiences moving to the United States, what drew her to finances and ultimately to Mariner Wealth Advisors.
In Barron’s, “The Way Forward” podcast, our own Valerie Newell shares five tips for multigenerational planning and working with the next generation.
Jana Shoulders, managing director and senior wealth advisor, shares with Barron’s how she’s discussing crypto with her clients.
David Robinson, director & senior wealth advisor, explains what to consider when discussing agent candidates with your attorney or estate planner.
Scott Schermerhorn, managing director, weighs in on how startups are a riskier bet because they might fail.
The number of millionaires choosing to rent instead of own a home has tripled in 5 years. Discover 5 facts around this surprising trend including wealthy millennials and Gen Xers who prefer the lifestyle of renting to enjoy perks like a gym and pool. To learn more, download our article on the topic.