Welcome to the Mariner team, Chris Piccoli, CFP® CIMA®! As the newest senior wealth advisor in our Madison office, he provides clients with comprehensive wealth management services to help them achieve their goals.
About us
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
- Website
-
http://www.marinerwealthadvisors.com
External link for Mariner
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, KS
- Type
- Privately Held
- Specialties
- risk management, consulting services, retirement planning services, investment analysis and selection, asset management, business retirement plans, philanthropy, multi-generational wealth planning, investing, wealth planning, tax planning, estate planning, financial planning, trust services, insurance solutions, retirement plan solutions, tax preparation, and wealth management
Locations
Employees at Mariner
Updates
-
As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If this is you, apply online today!
Client Service Associate opportunity available in Portland, OR!
careers-mariner.icims.com
-
Thinking about taking Social Security early? Here are a few considerations as you weigh your options.
Should You Take Social Security Early and Invest Your Checks?
https://www.marinerwealthadvisors.com
-
At MICHIGAN ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT SYSTEMS Spring Conference? Don't miss Brian Green, senior institutional advisor, speaking.
-
The senior client service associate is a critical part of the Mariner ultra-high-net-worth team, responsible for delivering extraordinary client service, care and leadership. The successful associate will demonstrate the highest level of client service.
Senior Client Service Associate Opportunity!
careers-mariner.icims.com
-
Jennifer Kohlbacher, director of wealth strategy, joins this episode of Your Life Simplified to share what you should be planning for year-round. https://bit.ly/3wBGcwm #FinancePodcast #TaxPlanning
-
If you’ve experienced a life change—marriage, new job, birth of a baby—recently, make sure your insurance policies are up to date.
Insurance Planning for Life Transitions
https://www.marinerwealthadvisors.com
-
If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail and want to be an important part of a growing team, then this opportunity is for you! Apply online today!
Client Service Associate Opportunity!
careers-mariner.icims.com
-
In his May commentary, William Greiner, chief economist, explains the rise of private credit markets and why he believes they have helped the U.S. escape an economic downturn.
Private Credit Markets – A Growing Force
https://www.marinerwealthadvisors.com
-
The trust officer will be responsible for the administration and compliance of trusts while maintaining excellent communication with multiple registered investment advisors (RIAs) who refer clients to the trust company. Apply today!
Seeking candidates for a Trust Officer!
careers-mariner.icims.com