Michael E. McGervey

Senior Wealth Advisor at Mariner Wealth Advisors

Role
Senior Wealth Advisor at Mariner
Location
Canton, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael E. McGervey

Michael serves as a wealth management resource to executives and business owners…

Experience

  1. Senior Wealth Advisor

    Mariner

    Dec 2022 — Present · Canton, OH, US

    As a senior wealth advisor at Mariner Wealth Advisors, I listen to what’simportant 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, youwill 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 wealthmanagement plan personalized for you. This integrated approach is designed to provide youwith comprehensive advice, simplify the process and save you time.

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Michael E. McGervey — Senior Wealth Advisor at Mariner in Canton, OH, US | Unifers