Eddie Dulin

Experience and education

Eddie provides strategic leadership for his market, aligning teams, resources and culture to drive growth and enhance the client experience. He partners closely with local and regional leaders to support advisors, develop talent and ensure consistent execution of the firm’s mission and values.

Eddie has more than 20 years of experience as a financial advisor and portfolio manager. Prior to joining Mariner, he was a senior vice president and wealth advisor at Morgan Stanley, UBS Wealth Management and Merrill Lynch.

Eddie has a bachelor’s degree in accounting from Arizona State University.

Accolades

Eddie was named to Barron’s Top 1,200 Advisors list, ranking #4 in 2024, #7 in 2023 and #19 in 2022 in Arizona.

Eddie’s Offices

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2022-2024 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website. The rankings are based on data provided by individual advisors and their firms. Barron’s publishes rankings based on regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary, but the formula features three major categories of calculations: Assets, Revenue, and Quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.