Tami Humphries
Senior Wealth Advisor at Mariner Wealth Advisors
- Role
- Senior Wealth Advisor at Mariner
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
About Tami Humphries
Experienced wealth advisor focused on providing individuals, families and organizations…
Experience
Senior Wealth Advisor
Jun 2021 — Present · Eugene, OR, US
As a senior wealth advisor at Mariner Wealth Advisors, I listen to what’s important 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, you can work with a wealth team that will collaborate with in-house and external 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.
Skills
- Estate Planning
- Retirement Planning
- High Net Worth Individuals
- Financial Planning
- Asset Management
- Portfolio Management
- Wealth Management
- Investments
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