Florham Park, NJ Office

Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Charles Mcconnell is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. He previously worked at the Institute for Divorce Financial Analysts and was self-employed before joining Mariner. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with additional capabilities such as tax compliance, family office services, and employer financial wellness tools.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Joseph Mc Grath is a financial advisor at Mariner with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at US Bank and teaching positions at William Paterson University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative capabilities uncommon among large advisory enterprises.

Michael Finetti is a financial advisor at Mariner with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Key Client Fiduciary Advisors. Before entering the financial industry, he was employed at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Kayla Rodriguez is a CFP®-certified financial advisor with seven years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent four years at Glen Eagle Advisors, LLC. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by an Investment Committee and combines in-house research with third-party managers across a wide range of strategies, including alternatives and digital assets.

Derek Hankins is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked in the retail sector at Simons Hardware and Bath. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon for a firm of its size.

John Combias is a CFP® professional with 46 years of experience in the financial advisory industry. He is currently with Mariner and MSEC, LLC and has previous experience at Cambridge Investment Research Advisors and FCG Wealth Management. Combias serves as a trustee of the Belle Buoy Foundation, a family charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Justin Erfer is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Peapack Private Family Office Services, Bleakley Financial Group, and LPL Financial, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm provides customized discretionary portfolios managed by an internal team and an Investment Committee, with capabilities spanning equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Assunta Mc Lane is a CFP® professional with three years of experience in the financial industry. She is currently with Mariner and has previously worked at Summit Place Financial Advisors, LLC and Glenmede Trust Company. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax services, utilizing a combination of in-house research and third-party managers to implement customized portfolios.