Susan Schwarz
Senior Wealth Advisor @Mariner
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WORK HISTORY
Senior Wealth Advisor @Mariner
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
Cornell University
BS & MILR, Labor Relations; Human Resource Management
SKILLS
ABOUT SUSAN SCHWARZ
Amazing things are happening! After working with management teams in both the small…
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