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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market trends and/or individual stocks and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.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 | Portfolio Consulting Manager |
地点 | United States |
http://www.linkedin.com/in/matthewdelong7 | |
部门 | |
头衔 | Portfolio Consulting Manager |
Mariner Wealth Advisors Portfolio Consulting Manager
2023-01-01 -
Mariner Wealth Advisors Wealth Advisor
2021-11-01 - 2023-01-01
Meeder Investment Management Senior Investment Analyst
2019-04-01 - 2021-03-01
Entrepreneur and Accounting Manager
2016-06-01 - 2019-04-01
Portfolio Manager
2015-03-01 - 2016-06-01
Matt Long 在 Mariner Wealth Advisors 担任 Portfolio Consulting Manager
Matt Long 在 Mariner Wealth Advisors 的职位是 Portfolio Consulting Manager
Matt Long 的电子邮件地址是 -
Matt Long 的电话号码是 -
Matt Long 的公司电话号码是 +170****
Matt Long 在 financial services 工作。
Matt Long 的一些同事包括Dan H、Rachael M、Dan W、Andrew WTaylor Embury、。
Matt Long联系方式: 电子邮件地址:- 电话号码:-
Matt Long 的个人领英是:http://www.linkedin.com/in/matthewdelong7
Matt Long 的办公地点:5700 west 112th street, overland park, ks, united states
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Top-ranked on G2 Crowd