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Jacob I
Series 65
Scottsdale, AZ
Mariner
Jacob Igert Vilott is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Deloitte Tax, LP and F45. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers across diverse asset classes and provides integrated tax and accounting services alongside traditional portfolio management.
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