Experience and Education

Marty provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. Marty also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, he worked as principal and chairman at Allegiant Private Advisors. Before that Marty managed Wells Fargo Private Bank in San Francisco and before that worked at Waddell and Reed.

He has a master’s degree in geology from SUNY Binghamton and a bachelor’s degree in geology from the University of Rochester.

Accolades

Marty was named to Forbes’ Best-In-State Wealth Advisors list, ranking #11 in Florida, Tampa Area in 2020 and #34 in 2024.

Personal Interests

In his spare time, Marty enjoys music, tennis, books and working to preserve and protect the environment.

Marty’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 were published in January 2020 and rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods.

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