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John A

Series 65, Series 63

Germantowmn, TN

Mariner

John Adams is a financial advisor at Mariner Wealth Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James & Associates, Hilltop Securities, Truist Securities, and SunTrust Robinson Humphrey. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, offering comprehensive solutions that include tax integration and administrative family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas B

Series 63, Series 66

Germantown, TN

Mariner

Thomas Bennett is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and D.A. Davidson & Co. In addition to his advisory work, he is involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and tax and family office services, implementing customized portfolios supported by in-house research and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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