Andrew McDowell
Managing Director & Senior Wealth Advisor
Miramar Beach, Florida
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Sourced professional profile
Kate Kelly
Senior Wealth Advisor
Meet Kate.
Kate Kelly works with high-net-worth individuals on financial planning and tax decisions from Mariner’s New York office. A CFP professional and enrolled agent, she advanced through advisory roles at RR Advisory Group before its acquisition by Mariner. Her earlier experience includes financial planning at Merrill Lynch.
View professional sourceBefore your first conversation.
- Areas of focus
- Financial planning · Tax planning · High-net-worth individuals
- Credentials recorded in sources
- CFP®, EA
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
Mariner
8 listed professionals
Mariner provides wealth planning and investment management alongside tax, estate, trust and executive planning services. Its advisor biographies describe personalized work with individuals, families and business owners.
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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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