Designations and Licenses

Ted is a CERTIFIED FINANCIAL PLANNER™ professional and holds life and health insurance licenses in Florida. 

Experience and Education

Ted provides customized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs to help them achieve their long-term goals. He works with a team of experienced professionals to design, implement and monitor investment solutions for clients. 

He has been with Mariner since 2016. Prior to joining the firm, Ted was a financial advisor and vice president at Merrill Lynch. He has also served in investment roles at PNC Bank and PNC Investments. 

Ted has a bachelor’s degree in finance from Florida Atlantic University.