Susan Schwarz
Senior Wealth Advisor at Mariner Wealth Advisors
- Role
- Senior Wealth Advisor at Mariner
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Susan Schwarz
Amazing things are happening! After working with management teams in both the small…
Experience
Senior Wealth Advisor
Jan 2021 — Present · Portland, OR, US
As a Senior Wealth Advisor at Mariner, I listen to what is important to my clients and then develop a 360 degree wealth plan to help them achieve their goals. At Mariner, 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.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
Education
The Principia Upper School
High School
1975 — 1979
Cornell University
BS & MILR, Labor Relations; Human Resource Management
1989 — 1990
Skills
- Financial Advisory
- Conflict Management
- Life Insurance
- Finance
- Coaching
- Team Management
- Portfolio Management
- Management
- Team Building
- Business Coaching
- Financial Planners
- Retirement Planning
- Financial Services
- Series 63
- Strategic Financial Planning
- Small Business
- Investments
- Investment Strategies
- Human Resources
- Wealth Management
- Leadership
- Executive Coaching
- Listening Skills
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.