--News Direct--
Mariner Wealth Advisors, a national wealth advisory firm, today announced that industry veteran Tom O’Sullivan has joined the company as managing director of corporate development for Mariner Platform Solutions. As part of the Mariner Platform Solutions team, O’Sullivan is responsible for building relationships with advisors on the platform and guiding them through the onboarding process.
“I’m thrilled to join Mariner Wealth Advisors and contribute to the efforts of the Mariner Platform Solutions team,” said O’Sullivan. “Throughout my career I’ve had an affinity for helping financial advisors reach their full potential, and I’m looking forward to taking this passion to the next level by helping them provide an exceptional client experience and grow their business with Mariner Platform Solutions.”
Mariner Platform Solutions offers independent firms and advisors innovative technology, business infrastructure, investment options and collaboration with tenured teams, while allowing the firms and advisors to maintain ownership. By partnering with Mariner Platform Solutions, advisors can spend their time focusing on their clients instead of back-office tasks such as compliance, operations, IT and marketing. In addition, advisors have access to experienced professionals in areas like investment management, tax strategies and preparation, trust services, insurance solutions and practice management, who help them run, grow and scale their business.
Since the platform’s launch last spring, O’Sullivan’s addition to the team signifies the growth ahead, particularly with Mariner Wealth Advisors’ recent acquisition of wealth advisory firm AdvicePeriod. Through this acquisition, Mariner Platform Solutions now has expanded capabilities for advisors such as proposal generation, client service support, tech-enabled support and a financial planning team.
In addition to O’Sullivan, Mariner Platform Solutions’ team of managing directors is composed of Jason McElwee and Matt Lovejoy. Together they will focus on building relationships with advisors and referral partners across the country, overseeing the East Coast, Midwest and West Coast, respectively. Mariner Platform Solutions has its own corporate development team that consists of six people, and the entire team is overseen by Brian Leitner, head of Mariner Platform Solutions.
“We couldn’t be more excited to work with such a well-versed, incredible mind like Tom’s,” said Leitner. “His prior experiences make him the perfect fit to prioritize and build relationships with advisors who want to grow their business and set themselves apart from other firms, with the ultimate goal of continuing their growth and evolution with Mariner Platform Solutions.”
Prior to joining Mariner Wealth Advisors, O’Sullivan was a senior vice president at Congress Wealth Management. His previous experience also includes 27 years at Fidelity Investments, where he most recently served as a senior relationship manager for Fidelity Institutional’s RIA Strategic Accounts team.
To learn more about Mariner Platform Solutions, visit marinerplatform.com.
About Mariner Platform Solutions
Mariner Platform Solutions was created to solve a need in the investment advisory marketplace. There are countless advisors seeking an advisory platform to best serve their clients in a fiduciary and client-first environment. Many of those same advisors have a desire to continue to build their firm, but simply lack the resources. Succession planning and continuity of their businesses aren’t yet a challenge, and these firms typically are not seeking a liquidity event or an equity partner. They simply lack the resources to grow and are spending too much of their time focusing on operating their business rather than serving clients. Advisors can tap into Mariner Platform Solutions’ extensive resources, business infrastructure and tenured teams to accelerate their firm’s growth, but wholly maintain their own practices. To find out more about Mariner Platform Solutions, visit www.marinerplatform.com.
About Mariner Wealth Advisors
At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way. We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advisement (AUA), Mariner Wealth Advisors has grown to nearly $46 billion AUA as of June 30, 2021.
Contact Details
Christian DeFazio
Company Website
https://www.marinerwealthadvisors.com/
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