Lonny Greenberg, Senior Wealth Advisor

Lonny Greenberg, MBA, CFP®

Senior Wealth Advisor

Coral Gables, FL

As a senior wealth advisor, Lonny focuses on providing strategic financial advice and innovative wealth planning solutions to clients.

Prior to joining Mariner Wealth Advisors, Lonny was a senior wealth advisor with Singer Xenos Schechter Sosler, a wealth management firm in southern Florida, where he was a member of the firm’s Investment Committee. Prior to Singer Xenos Schechter Sosler, Lonny traded fixed income securities in New York with Cantor Fitzgerald’s Debt Capital markets division. He has also worked with two Miami-based private asset management firms.

Lonny received a bachelor’s degree in finance from Indiana University and a master’s of business administration degree from the University of Florida. He is a CERTIFIED FINANCIAL PLANNER professional.