Mariner

Many people know Mariner for serving individuals and families—but did you know we also partner with organizations? In our latest Your Life Simplified episode, Senior Wealth Advisor Daniel Sharkey, CFP®, CEPA sits down with Michael Welker, CFA head of Mariner Institutional, to explore how we collaborate with public funds, endowments, hospitals, corporations and more. From governance and oversight to investment policy and plan support, Mariner Institutional helps organizations pursue their objectives and serve the people behind them. Listen here: https://lnkd.in/gwjswXy2

Did you know that only about 30% of Americans have a will—and more than half have no estate documents in place? For families, this gap can create confusion, conflict and cost when it matters most. Even with a solid estate plan, one small detail can make all the difference: your beneficiary designations. They override your will, so it’s essential to review them regularly across your accounts to ensure they’re current. This Estate Planning Awareness Week, take time to ensure your documents—and your intentions—still align. If you’d like to review your estate plan or go over the details together, let’s start the conversation.

Headed to the National Conference on Public Employee Retirement Systems (NCPERS) FALL Conference in Fort Lauderdale October 26-29? Mariner will be there! Brian Leitner, CFP®, ChFC, MST, Raoul Rodríguez, CFP®, EA, Dan Johnson and Brendon Vavrica will be attending the event and are excited to connect with plan sponsors and talk about how Mariner can help support their goals. Brian will also be presenting “Wealth Conversations that Matter Most,” a high-impact session focused on practical strategies to help empower informed financial futures. Looking forward to connecting with everyone there!

Only about half of Americans have calculated how much income they’ll need in retirement. Without knowing your “number,” it’s challenging to plan with confidence. Healthcare, inflation and longevity can all shift the equation more than expected. A strong plan starts with clarity: Aim to replace roughly 70-80% of your pre-retirement income, and evaluate how your savings, Social Security and retirement accounts support that goal. It’s National Retirement Security Week—take a moment to stress-test your plan, so you can move into retirement with confidence.

Please join us in welcoming these new members to the Mariner team! —Kyle Ryan, senior vice president, digital sales, spearheads the firm’s strategy to grow and scale our direct client acquisition. —Jeffrey Jordan, wealth advisor in Chatham, provides comprehensive financial advisory services to high-net-worth individuals and their families. —Kaleb Fontenot, an associate wealth advisor in Coral Gables, supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management.

At Mariner, culture means investing in people. Our interns experience a supportive environment where mentorship is real. Growth also comes from initiative: Asking questions, staying engaged and building the communication skills that shape a career. Applications are open for our Summer 2026 Internship Program. With over 140 offices nationwide, opportunities are available across the country. Apply today: https://bit.ly/4hdN3yN

The One Big Beautiful Bill Act has changed the estate planning landscape, and building flexibility into your plan is key to helping ensure it works the way you want it to. Find out how the OBBBA may affect your estate plan—and what tools can help you adapt:

At Mariner, innovation means empowering our people to focus on the human work that drives the most value and creates the strongest connections. Our partnership with Humanity Labs brings this vision to life. By introducing the digital workforce, we’re shaping the future of work—one where innovation amplifies what matters most: our clients, our associates and the human connections that define excellence. #FutureOfWork #Innovation #DigitalWorkforce #HumanFirst #Mariner #HumanityLabs

Once viewed as simple, low-cost tools, ETFs are now recognized for the tax efficiency, global access and precision they can bring to a portfolio. They can offer investors expanded opportunities as part of a thoughtful wealth strategy. Learn more about the strategic benefits of ETFs:

Be sure to catch Chief Investment Strategist and Head of Equities Jeff Krumpelman on Yahoo Finance this Wednesday. He’ll share his insights on the market and how investors can stay steady in a shifting landscape. Don’t miss it! Tune in to Yahoo Finance Live on Wednesday, Oct. 15 at 9:15 a.m. ET.