Bret Stewart

Senior Wealth Advisor

Designations and Licenses

Bret holds a life and health insurance license in the state of California.

Experience and Education

Bret provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner Wealth Advisors, Bret served as a vice president and senior portfolio advisor for Merrill Lynch, where he was responsible for portfolio analysis, needs assessment, financial planning, portfolio design and ongoing collaboration with clients on goal achievement.

Bret has an MBA from the University of Southern California.

Personal Interests

Away from the office, Bret coaches his daughters’ softball and soccer teams. He also enjoys golf, skiing, hiking, mountain biking and competing in triathlons.

Bret’s Office

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