Charlotte, NC Fairview Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner
Enterprise
Firm-wide stats for Mariner
Clients per advisor
55 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighAbout
Mariner serves a broad mix of clients — individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and private funds — through investment management, financial planning and reporting, retirement plan consulting, and access to pooled vehicles and third‑party managers. The firm also offers coordinated tax services, Core Family Office (CFO) services and employer financial‑wellness tools in addition to traditional portfolio management.
The firm generally implements discretionary, customized portfolios overseen by an Investment Committee and supported by an internal portfolio management team, combining in‑house research with allocations to third‑party managers and platforms (including CAIS access and SEI sub‑advised models). Its strategies span equity and fixed income mandates as well as alternatives, structured notes, options, direct indexing and digital assets, and it provides ERISA 3(38) retirement plan solutions such as the Pathway DC program.
What is less common for a firm of this enterprise scale is the depth of tax and accounting integration: Mariner maintains CPAs and enrolled agents, provides stand‑alone and coordinated tax compliance, planning and preparation, and is affiliated with a specialty tax services entity. The brochure also highlights administrative CFO capabilities (including bill payment and platform administrator authority) and a Financial Wellness Platform for employer clients — operational offerings that are relatively atypical among large advisory enterprises.
Based on Mariner
Location
6000 Fairview Rd, Suite 1200
Charlotte NC 28210
Advisors at this office
3
Advisors at this office
Deborah M
CFP®, Series 63, Series 65
Charlotte, NC
Mariner
Deborah Mcwilliams is a CFP® professional with 33 years of industry experience. She has worked at Mariner Wealth Advisors since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. She serves as Event Chair for the WINGS Scholarships and Mentoring Program and volunteers with the Women's Impact Fund, both nonprofit organizations based in Charlotte, NC. Mariner serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative CFO services.
Scott Z
CFP®, Series 66
Charlotte, NC
Mariner
Scott Zimmerman is a CFP® professional at Mariner with 13 years of industry experience. He has worked at firms including JP Morgan Securities, UBS Financial Services, and SIP. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and provides integrated tax, accounting, and financial wellness solutions.
Grant P
CFP®, Series 66
Charlotte, NC
Mariner
Grant Palmer IV is a CFP® with eight years of industry experience. He currently works at Mariner and previously held positions at Waypoint Wealth Management, The Vanguard Group, Inc., and Buckingham Strategic Wealth. He also has background experience associated with Virginia Tech, including the Tennis Center and the university itself. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, utilizing customized portfolios overseen by an Investment Committee and supported by extensive in‑house research and third‑party managers.
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