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Kolby W

Series 65

Hixson, TN

Mariner

Kolby Wilson is a financial advisor with Mariner, holding a Series 65 designation and two years of industry experience. Prior to joining Mariner in 2024, he worked at Capital Planning LLC, SageView Advisory Group, and GuideStone Financial Resources. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

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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