Wilmington, DE Office

Team
Updated today

Client AUM

$115,547,250,698

Clients

54,583

Advisors

5

Of 983 advisors across 209 offices

Location

410 Foulk Road, Ste. 200 A

Wilmington DE 19803

Advisors at this office

5

Advisors at this office

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Alexandra A

Series 65

Wilmington, DE

Mariner

Alexandra Azara is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has held multiple roles at Mariner since 2022. Prior to her career in financial advising, she worked in various roles including at Cafe Gelato and the University of Delaware. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan S

Series 66

Wilmington, DE

Mariner

Jonathan Sepe is a financial advisor at Mariner with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and National Financial Network. Outside of finance, he has worked at The Golf Club at Middle Bay and Cabrini University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax and accounting integration as well as financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen P

Series 66, Series 65

Wilmington, DE

Mariner

Stephen Pomposi is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Ameriprise Financial Services, Inc. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by both internal and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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L. D

CFA®, Series 63

Wilmington, DE

Mariner

L. Dorsey is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at FCG Advisors LLC and Cambridge Investment Research Advisors. Outside of advisory work, he is an author and serves as the chairman of a donor-advised fund. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas G

ChFC®, Series 66

Wilmington, DE

Mariner

Thomas Guillebeau is a financial advisor with Mariner Wealth Advisors in Wilmington, DE. He holds the ChFC® designation and Series 66 license, and has 12 years of industry experience. His prior roles include positions at Merrill and Osaic Wealth, Inc. He serves as chairman of the Weldin Park Civic Association in Wilmington. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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