Brandon Phillips, CFP®

Senior Wealth Advisor

Designations and Licenses

Brandon is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Brandon develops and implements customized investment management and financial planning strategies for individuals, foundations and endowments to help them achieve their goals.

Prior to joining Mariner, Brandon was a partner at Watermark Wealth Management, a registered investment advisor providing comprehensive financial planning services to privately held businesses and their shareholders. He has more than 12 years of experience in the financial services industry, primarily focused in strategic, goal-based financial planning and investment and risk management.

Brandon has a Bachelor of Arts degree in finance from Indiana University.

Personal Interests

Brandon previously served terms as president, vice president and treasurer of the Park Tudor Preparatory School Alumni Association and on the Park Tudor Annual Fund committee. He has dedicated his time and resources to Riley Children’s Hospital, The Leukemia & Lymphoma Society, Center for Global Impact and Bradford Woods.

Brandon’s Office

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