Shavano Park, TX Office

Christopher Mc Neil is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, VitalStone Financial, and Mass Mutual Investors Services. Outside of financial advising, he serves as a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm adopts a tax-aware investment approach utilizing low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

Kenneth Marriott is an Investment Adviser Representative with Maridea Wealth Management and holds a Series 66 designation. He has seven years of experience in the financial industry and also practices as an emergency physician, serving as an attending physician and associate professor at UT Health San Antonio. Additionally, he serves on the board of a healthcare startup developing an app to improve pregnancy outcomes. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with a 33-advisor team managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, and supplements its investment process with approved AI tools under human oversight.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management LLC in Shavano Park, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at several firms, including Private Client Services, LLC, VitalStone Financial, LLC, and Morgan Stanley. He also has past experience in education and hospitality prior to entering the financial industry. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a 33-advisor team, focusing on diversified, tax-aware portfolios with primarily long-term investment horizons and utilizing low-cost mutual funds and ETFs.

Jason Odette is a CFP® professional with 30 years of experience in financial advisory roles. He is currently with Maridea Wealth Management and has held prior positions at firms including Private Client Services, VitalStone Financial, and Mass Mutual. In addition to his advisory work, he is a licensed insurance agent involved with Maridea Insurance Company. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors, managing approximately $1.97 billion in assets. The firm emphasizes diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and integrates AI tools under oversight to support investment and administrative processes.

James Jedrziewski is a financial advisor at Maridea Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has held roles at firms including MassMutual Investors Services and Private Client Services, LLC. Jedrziewski also serves as a licensed insurance agent with Maridea Insurance Company, LLC. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm offers discretionary investment management, financial planning, retirement plan advisory, and coordinates tax and insurance planning through affiliated entities, typically employing diversified, tax-aware portfolios with a long-term investment horizon.

Katrena Shipp is a financial advisor at Maridea Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, TIAA-CREF, and U.S. Bancorp Advisors. She is also a licensed insurance agent involved with Maridea Insurance Company, LLC, where she dedicates part of her time to insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $2 billion in assets. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and utilizes AI tools under human oversight to support its investment and administrative processes.