Mariner Wealth Advisors
Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 35 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis and individualized retirement income planning.
Prior to joining Mariner Wealth Advisors, Anna served as vice president and financial advisor for The Pinnacle Group beginning in 2000. Before that, she acted as president for the Middletown, Ohio location of Money Concepts, providing individuals with investment and planning strategies.
Anna has a bachelor’s degree in accounting from Wright State University.
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Mariner Wealth Advisors
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.