Stephanie Anderson

Senior Wealth Advisor at Mariner Wealth Advisors

Stephanie Anderson is a Senior Wealth Advisor at Mariner Wealth Advisors, where they provide comprehensive financial planning and advisory services to high-net-worth individuals and families. Stephanie has over 19 years of experience in the financial services industry, including previous positions as a Client Advisor at Mercer Advisors and Director/Partner at Strategic Investment Group. Stephanie has a proven track record in new business development, investment analysis and advice, portfolio management, estate planning, and tax planning. Stephanie is a trusted advisor for sophisticated institutional investors—endowments, foundations, and pensions—and high-net-worth individuals. Stephanie holds a bachelor’s degree in Economics from Dartmouth College.

Stephanie Anderson has a Master of Business Administration (MBA) from The Wharton School and a Bachelor of Arts (B.A.) in Economics from Yale University.

Timeline

  • Senior Wealth Advisor

    Current role

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