Mariner Wealth Advisors
As a wealth planning consultant on the practice management team, Scott works with the wealth advisors, clients and prospects to provide advice on all aspects of wealth planning. He also conducts client presentations and produces educational content on relevant topics that affect clients’ estate planning strategies.
Prior to joining Mariner Wealth Advisors, Scott was a senior wealth planning strategist with Wells Fargo’s Private Bank. Before that, he was a market trust director with Merrill Lynch in Houston where he specialized in fiduciary services including trust and estate administration and wealth strategies. He also managed a team of trust officers and fiduciary litigation. Scott has worked in the financial services industry for more than 20 years.
Scott has a bachelor’s degree from Houston Baptist University and a Juris Doctorate degree from South Texas College of Law.
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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.