Ted Cardasis, CFP^®

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.  

Ted’s Offices

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.