Knoxville, TN 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
Expertise
Based on Mariner
Location
123 Center Park Drive, Suite 209
Knoxville TN 37922
Advisors at this office
3
Advisors at this office
Michael R
CFP®, Series 65
Knoxville, TN
Mariner
Michael Reynolds is a financial advisor at Mariner with six years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Mariner, Reynolds worked at Insight Strategic Wealth LLC and Helen Hudson Boring CPA, and he also taught at Pellissippi State Community College. 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 utilizes customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.
Todd R
CFP®, Series 63, Series 65
Knoxville, TN
Mariner
Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.
Joseph S
Series 65
Knoxville, TN
Mariner
Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.
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