ÂÜÀòÂÒÂ×

Vanessa works with families, closely held business owners and corporate executives to provide comprehensive financial planning solutions to help meet their short- and long-term goals, including income tax planning, wealth transfer strategies and asset protection planning. Prior to joining Mariner Wealth Advisors, she worked as a banker at J.P. Morgan – Private Bank. Before that she also was a manager of the consulting team at Southern Wealth Management and a senior wealth advisor at Popular Inc. (Banco Popular de Puerto Rico).