Brendon Vavrica, CFP^®

Designations and licenses

Brendon is a Certified Financial Planner™ professional.

Experience and education

Brendon is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Brendon acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Brendon may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining the firm, Brendon was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, Brendon focused on coordinating consulting initiatives and optimizing investment portfolios. Brendon also assisted on developing investment policy guidelines and preparing performance reports.

Brendon has a Bachelor’s degree in Finance and Economics from Jacksonville University.

Personal interests

Away from the office, Brendon enjoys playing tennis and golf.

Brendon’s Office

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.