Mariner Strengthens Independent Advisor Platform with New Leadership Amid Growing Demand
TL;DR
Mariner's expansion of its Mariner Independent platform offers advisors a competitive edge with flexible affiliation models and monetization pathways, overseeing $40 billion in AUM and AUA.
Mariner enhances its Mariner Independent platform by appointing Rob Sandrew and Verne Marble to lead innovation and expansion, supported by a team of over 300 professionals.
Mariner's supported independence model empowers over 1,100 advisors to provide comprehensive wealth planning, positively impacting clients' lives and setting new industry standards.
Mariner Independent's growth to $40 billion in assets underlines the success of its model, offering advisors freedom and support to scale their practices.
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Mariner, a national financial services firm, is reinforcing its commitment to the independent advisor channel by expanding its Mariner Independent platform's leadership team. This move comes as the platform, which supports over 1,100 advisors and manages approximately $40 billion in assets, experiences a surge in demand for flexible affiliation models and long-term monetization pathways.
Rob Sandrew has been appointed as the Head of Mariner Independent, bringing his extensive experience in operational and strategic leadership to guide the platform's innovation and expansion. Verne Marble joins as Managing Director, adding his expertise in distribution and leadership to the team. These appointments are part of Mariner's strategy to deepen support for advisors seeking independence without sacrificing scalability or monetization opportunities.
The firm's recent acquisition of Ocean Heights Advisors exemplifies its approach to providing advisors with succession solutions, including bespoke terms, upfront cash, and equity. Marty Bicknell, CEO and president of Mariner, highlights the platform's success in offering advisors the freedom to run their businesses their way, backed by comprehensive support. With the addition of Sandrew and Marble, Mariner Independent is poised to further its mission of being a leading destination for growth-minded professionals in the independent advisor space.
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