Andrew McDowell
Managing Director & Senior Wealth Advisor
Miramar Beach, Florida
Request introduction
8listed professionals
About the firm.
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.
Listed professionals reflect directory coverage, not the firm’s total headcount. Team listings may include client-service professionals as well as advisors. Imported affiliations may have changed.
Awards & distinctions.
Issued by the organizations named above, with their own selection criteria. Explore the recognition guide.
A firm is made of people.
Explore the team listings below. Filter by office state, name, or available business contact.
The professional directory
Full firm directory People listed with Mariner.
8 professionals
Alphabetical order
Benjamin Wong
Managing Director & Senior Wealth Advisor
Pleasanton, California
Request introduction
Dahlia Goldberg
Managing Director & Senior Wealth Advisor
Plano, Texas
Request introduction
Jana Shoulders
Senior Wealth Advisor & Principal
Tulsa, Oklahoma
Request introduction
Kate Kelly
Senior Wealth Advisor
New York, New York
Request introduction
Patricia Kummer
Senior Wealth Advisor & Principal
Highlands Ranch, Colorado
Request introduction
Suzanne Wheeler
Managing Director & Senior Wealth Advisor
Amarillo, Texas
Request introduction
Valerie L. Newell
Principal & Senior Wealth Advisor
Cincinnati, Ohio
Request introductionDirectory inclusion is informational. Imported affiliations and business contacts come from a historical source and may have changed. About the data