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

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8linked professional records

8researched profiles

8listed office cities

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Service model: Integrated wealth firms
Published minimums: Varies by program; confirm directly
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Firm-published information reviewed September 17, 2026. Confirm the exact legal entity, program, and current terms. Read the official source ↗

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All linked records 8 Researched profiles 8

Explore a listed cityAmarillo, Texas1 Cincinnati, Ohio1 Highlands Ranch, Colorado1 Miramar Beach, Florida1 New York, New York1 Plano, Texas1 Pleasanton, California1 Tulsa, Oklahoma1

8 profiles

Researched profiles · linked professional sources

Cards Table

Page 1 of 1

Professional	Firm & role	Office	Focus
Andrew McDowellResearched profile	MarinerManaging Director & Senior Wealth Advisor	Miramar BeachFlorida	Wealth planning
Benjamin WongResearched profile	MarinerManaging Director & Senior Wealth Advisor	PleasantonCalifornia	Wealth management
Dahlia GoldbergResearched profile	MarinerManaging Director & Senior Wealth Advisor	PlanoTexas	Business owners
Jana ShouldersResearched profile	MarinerSenior Wealth Advisor & Principal	TulsaOklahoma	Family wealth
Kate KellyResearched profile	MarinerSenior Wealth Advisor	New YorkNew York	Financial planning
Patricia KummerResearched profile	MarinerSenior Wealth Advisor & Principal	Highlands RanchColorado	Financial planning
Suzanne WheelerResearched profile	MarinerManaging Director & Senior Wealth Advisor	AmarilloTexas	Life transitions
Valerie L. NewellResearched profile	MarinerPrincipal & Senior Wealth Advisor	CincinnatiOhio	Investment management

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Search index refreshed September 20, 2026. This is not a verification date for historical records.

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