Robert K. Neigert J. D.

Director & Senior Wealth Advisor

Role
Director & Senior Wealth Advisor at Mariner
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert K. Neigert J. D.

I’m a Director & Senior Wealth Advisor for Mariner\'s Austin office location. I work primarily with high-net-worth individuals and specialize in helping corporate executives and business owners navigate the various complexities that impact their families and long-term financial goals.

Experience

  1. Director & Senior Wealth Advisor

    Mariner

    Jan 2025 — Present · Austin, TX, US

    I’m a Director & Senior Wealth Advisor at Mariner\'s Austin office location. I work primarily with high-net-worth individuals and specialize in helping corporate executives and business owners navigate the various complexities that impact their families and long-term financial goals. More specifically, I develop tailored wealth plans and implement appropriate investment strategies based on client goals, needs and priorities in order to help families and individuals achieve long-term retirement, tax and estate planning objectives. I also apply my tax knowledge and background in identifying tax, estate planning, business succession and charitable gift planning solutions for the primary purpose of minimizing estate taxes, preserving multi-generational wealth and successfully selling or transitioning family businesses.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.

Education

  • The University of Kansas

    Honors B.A., History Major & Legal History Concentration

    1996 — 2000

  • University of Kansas School of Law

    J.D., Law

    2001 — 2004

  • Northfield Mount Hermon School

    Post-Graduate High School Diploma

    1994 — 1995

  • University of San Diego School of Law

    LL.M. Tax, Taxation

    2004 — 2005

  • Escuela Campo Alegre International School

    High School Diploma

    1990 — 1994

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Robert K. Neigert J. D. — Director & Senior Wealth Advisor at Mariner in Austin, TX, US | Unifers