电子邮件 | rob***@***.com | 获取Email |
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电子邮件 | rob***@***.com | 获取Email |
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Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important. Our clients include individuals, families & institutions. 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 marinerwealthadvisors.com. Mariner Wealth Advisors ("MWA") is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marinerwealthadvisors.com/legal. The information included here may include statements concerning financial market trends and/or individual stocks and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Any posted content is intended strictly for informational/educational purposes. It should not be construed as investment, tax, or legal advice, a solicitation, or a recommendation to buy or sell any security or investment product. Investing involves risk and the potential to lose principal. Please contact your financial, tax, and legal professionals for more information specific to your situation.
公司 | Mariner Wealth Advisors |
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职位 | Senior Wealth Advisor |
地点 | United States |
http://www.linkedin.com/in/bobleecfp | |
部门 | |
头衔 | Senior Wealth Advisor |
Mariner Wealth Advisors Senior Wealth Advisor
2021-02-01 -
Great Western Bank Wealth Advisor
2019-10-01 - 2020-02-01
Vice President and Trust Officer
2018-10-01 - 2019-10-01
Wells Fargo Private Bank Fiduciary Advisory Specialist
2014-08-01 - 2018-10-01
President and CEO
2012-03-01 - 2015-04-01
Bob Lee 在 Mariner Wealth Advisors 担任 Senior Wealth Advisor
Bob Lee 在 Mariner Wealth Advisors 的职位是 Senior Wealth Advisor
Bob Lee 的电子邮件地址是 rob***@***.com
Bob Lee 的电话号码是 -
Bob Lee 的公司电话号码是 +170****
Bob Lee 在 financial services 工作。
Bob Lee 的一些同事包括Dan H、Rachael M、Dan W、Andrew WTaylor Embury、。
Bob Lee联系方式: 电子邮件地址:rob***@***.com 电话号码:-
Bob Lee 的个人领英是:http://www.linkedin.com/in/bobleecfp
Bob Lee 的办公地点:5700 west 112th street, overland park, ks, united states
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Top-ranked on G2 Crowd