Mindy McLaughlin
Director and Senior Wealth Advisor at Mariner Wealth Advisors
- Role
- Director and Senior Wealth Advisor at Mariner
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Mindy McLaughlin
I’m a Director and Senior Wealth Advisor at Mariner Wealth Advisors. I have more than 25…
Experience
Director and Senior Wealth Advisor
Mar 2015 — Present · Cincinnati, OH, US
The Cincinnati office of Mariner Wealth Advisors was originally founded as RiverPoint Capital Management, a registered investment advisory firm established in 2002. We became a partner firm of Mariner Wealth Advisors in 2012 and re-branded in 2018. With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, Mariner Wealth Advisors provides investment and financial planning through a team of experienced senior portfolio managers.
Education
College for Financial Planning
CFP® Professional Education Program
Miami University
Bachelor of Science (BS), Finance and Economics
1983 — 1987
University of Cincinnati
Master of Business Administration (MBA)
1989 — 1991
Skills
- Asset Allocation
- Portfolio Management
- Small Business Lending
- High Net Worth Individuals
- Treasury Management
- Wealth Management Services
- Investments
- Bonds
- Strategic Financial Planning
- Commercial Lending
- Business Development
- Wealth Management
- Personal Financial Planning
- Management
- Private Banking
- Financial Services
- Investment Management
- Certified Financial Planner
- Estate Planning
- Financial Planning
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