Source-backed profile
Andrew McDowell
Managing Director & Senior Wealth Advisor
MarinerMiramar Beach, Florida
Wealth planning
FIRM PROFILE
Mariner
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.
Wealth planningInvestment managementTax planning and preparationEstate planningTrust servicesExecutive financial planning
8linked professional records
8researched profiles
8listed office cities
Make the terms comparable.
- Service model
- Integrated wealth firms
- Published minimums
- Varies by program; confirm directly
- Fees & compensation
- Request the current fee schedule and relationship summary
A useful question: What is the scope of the local advisory team, and when are additional specialists involved?
Firm-published information reviewed September 17, 2026. Confirm the exact legal entity, program, and current terms. Read the official source ↗
Help me evaluate this firm →THE PEOPLE CONNECTED TO THIS FIRM
Compare your conversations Explore linked advisors & professionals.
A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.
Explore a listed cityAmarillo, Texas1Cincinnati, Ohio1Highlands Ranch, Colorado1Miramar Beach, Florida1New York, New York1Plano, Texas1Pleasanton, California1Tulsa, Oklahoma1
Source-backed profile
Benjamin Wong
Managing Director & Senior Wealth Advisor
MarinerPleasanton, California
Wealth management
Source-backed profile
Dahlia Goldberg
Managing Director & Senior Wealth Advisor
MarinerPlano, Texas
Business owners
Source-backed profile
Jana Shoulders
Senior Wealth Advisor & Principal
MarinerTulsa, Oklahoma
Family wealth
Source-backed profile
Patricia Kummer
Senior Wealth Advisor & Principal
MarinerHighlands Ranch, Colorado
Financial planning
Source-backed profile
Suzanne Wheeler
Managing Director & Senior Wealth Advisor
MarinerAmarillo, Texas
Life transitions
Source-backed profile
Valerie L. Newell
Principal & Senior Wealth Advisor
MarinerCincinnati, Ohio
Investment managementSearch index refreshed September 20, 2026. This is not a verification date for historical records.
A LITTLE CLARITY. A NEW POSSIBILITY.LET’S FIND YOUR STARTING POINT
Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.
Free to exploreYou control who hears from you