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Start for FreeGeoffrey Glazier
Senior Wealth Advisor @Mariner
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WORK HISTORY
Senior Wealth Advisor @Mariner
Cincinnati, OH, US
As a senior wealth advisor at Mariner Wealth Advisors, I listen to what’s important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.
EDUCATION
Capital University - School of Management
Bachelors
University of Cincinnati Carl H. Lindner College of Business
MBA
ABOUT GEOFFREY GLAZIER
Experienced wealth advisor focused on providing individuals, families and organizations with personalized wealth advice designed to help them meet their goals. I create 360° wealth management plans for clients that include estate planning, insurance solutions, tax strategies, investments and retirement solutions. I am a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® and a Behavioral Financial Advisor with more than15years-experience in the industry.
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