Bristol-Myers Squibb Team

Working with Mariner Wealth Advisors can help give you the peace-of-mind that you’ve considered and analyzed appropriate alternatives and have chosen a path to retirement that is right for you.

Wealth and investment planning are not products; they are ongoing processes that must be flexible enough to change over time with your evolving objectives and challenges. This philosophy is the foundation of our wealth advice. As we strive to help you achieve your goals, we will:

  • Work side-by-side with you and your family
  • Create a customized wealth plan that takes into consideration your retirement goals
  • Monitor your portfolio and financial plan
  • Work closely with your other professional advisors to help ensure your investment goals, tax strategies and estate plans are part of one coordinated effort
  • Gain understanding of your specific tax situation to provide timely, proactive, and creative tax consulting, compliance and year-round tax planning

Our objective is to help provide you the peace-of-mind you need to fully enjoy your retirement years.

Team Qualifications

  • Combined professional disciplines of a Certified Financial Planner professional, Chartered Financial Analyst®, and Certified Public Accountant
  • First-hand experience working with Bristol-Myers Squibb employees, retirees and alumni
  • Technical knowledge of the Bristol-Myers Squibb pension plan
  • Adept in profit sharing plan distribution strategies, stock option awards, restricted stock units and appropriate planning techniques to minimize taxes and reduce concentration risk
  • Comprehensive wealth planning knowledge, tools and resources
  • Our team has decades of collective experience in building customized portfolios, including asset allocation and security selection
Bristol-Myers Squibb Resources Contact The Bristol-Myers Squibb Team

Mariner Wealth Advisors is not affiliated with Bristol-Myers Squibb. Any reference to Bristol-Myers Squibb should not be construed as an endorsement by either party.

Securities offered through MSEC, LLC, Member FINRA & SIPC.