Allie DiMauro, CFP®, AEP®

Senior Wealth Advisor

Designations and Licenses

Allie is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner® designee.

Experience and Education

Allie provides comprehensive wealth management solutions to individuals and families, focusing on the areas of financial planning, tax planning, estate planning and portfolio management. She has a specialized interest in helping women through life transitions, such as the death of a spouse or a divorce, and over 20 years of wealth management experience.

Prior to joining Mariner, Allie was a senior wealth advisor at GYL Financial Synergies. Before that, she was a client advisor at Round Table Wealth Management.

Allie has a bachelor’s degree from the State University of New York at Cortland and a graduate certificate in estate planning and taxation from the Irwin Graduate School of the American College.

Personal Interests

Away from the office, Allie enjoys skiing, snowmobiling, yoga and exercise.

Allie’s Offices

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