Cupp Nguyen, CFP ®, AEP ®, CTFA

Wealth Advisor
Sarasota, Florida

Designations and Licenses

Cupp is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Estate Planner® designee and holds the Certified Trust and Financial Advisor designation.

Experience and Education

Cupp works with individuals and families to provide comprehensive wealth management solutions to help meet their short- and long-term goals. She works with her clients to conduct a thorough financial planning, tax planning, estate planning, and determine their optimal investment portfolio to achieve their goals. Cupp has more than 25 years of wealth management experience.

Prior to joining Mariner Wealth Advisors, she was vice president, senior financial planner and relationship manager at Cambridge Trust in Boston. Before that she worked at Morgan Stanley, and was vice president and trust advisor in wealth management at Northern Trust in Boston. She also worked at Loring, Wolcott & Coolidge Family Office as well as the law firm of Choate, Hall & Stewart in Boston. Cupp began her career at The Private Bank within Bank of Boston in 1992.

She has a bachelor’s degree in finance from Northeastern University, Boston and graduated from a three-year trust school program held at Northwestern University sponsored by the American Bankers Association (ABA).

Personal Interests

Cupp loves animals, especially her two rescue dogs. She enjoys traveling, having traveled to Italy twice, South Vietnam, the Grand Canyons, Yellowstone twice, Hawaii, Montana and the Dakotas. She also enjoys spending time with friends and family.

Cupp’s Office

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