Mariner Wealth Advisors Enhances Insurance Consulting Team
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"Matt has an extensive insurance background that includes developing benefit plans and insurance solutions for organizations and high-net-worth individuals," said Bicknell. "We are looking forward to the value he will bring to our clients and our advisors as we design customized, holistic wealth solutions."
The hiring of Veatch is the latest in a series of initiatives to provide industry-leading insight, resources and guidance to the firm's clients, which also includes the firm's recent addition of renowned investment professional,
"Insurance is an important component of any wealth plan, and we have seen a need among our clients for added guidance in this area," said Bicknell. "Our goal was to hire a leading industry expert to provide the types of solutions our clients are seeking. I believe we have found that expert in
About
Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's services include:
- Wealth transfer
- Risk management
- Philanthropy
- Investment advisory services
- Executive compensation and benefits planning
- Business succession planning
- Family office services
- Insurance consulting
Visit www.marinerwealthadvisors.com
* The Barron's recognitions are based upon information compiled using data for
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