Mariner Strengthens Independent Advisor Platform with New Leadership Amid Growing Demand
Mariner enhances its Mariner Independent platform with new leadership appointments to meet the increasing demand for flexible advisor affiliation models and long-term monetization pathways, signaling a robust growth phase for the firm.
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 serves over 1,100 advisors and manages approximately $40 billion in assets, experiences a surge in demand for flexible affiliation models and monetization options. Rob Sandrew has been appointed as 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.
The appointments are timely, as Mariner Independent continues to grow, offering advisors appealing buyout options and succession solutions. The platform's recent acquisition of Ocean Heights Advisors exemplifies its commitment to providing advisors with opportunities to monetize their practices while transitioning into a comprehensive W-2 structure. Marty Bicknell, CEO and president of Mariner, highlights the platform's success in meeting advisors' needs for freedom and support, emphasizing the importance of Sandrew and Marble's leadership in advancing the platform's vision.
Since its launch in 2020, Mariner Independent has provided a wide range of services, including back-office support, practice management, and investment solutions, supported by a team of over 300 professionals. The addition of Sandrew and Marble to the Mariner Independent Executive Committee is expected to further enhance the platform's offerings and solidify its position as a leading destination for growth-minded independent advisors.