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Managing Director & Senior Wealth Advisor. Contact Marty 941-365-3745. Experience and Education. Marty provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs.
- (941) 365-3745
- Managing Director & Senior Wealth Advisor
- marty.kossoff@marinerwealthadvisors.com
Marty Bicknell. Chief Executive Officer & President. 913-904-5700. Cheryl Bicknell, JD, LL.M. Chief Operating Officer. 913-904-5700. Jeff Poe. Chief Financial Officer. 913-904-5547. Katrina Radenberg, CFA. Chief Investment Officer. Office: Overland Park, KS. 913-647-9744. Jeff Krumpelman, CFA. Chief Investment Strategist & Head of Equities.
Feb 24, 2020 · 11: Marty Kossoff,Allegiant Private Advisors in Sarasota, $776 million. 14: Aimee Cogan, Morgan Stanley Wealth Management in Sarasota, $944 million. 15: Dominic Casanueva, Merrill Lynch...
- John Hielscher
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Jan 29, 2020 · The list has been published on Forbes.com, and a condensed listing will be available in the February issue of the magazine. Kossoff was recognized with the highest ranking of Sarasota-based ...
Jul 9, 2021 · “Mariner Wealth Advisors’ values directly align with our approach to establishing long-term partnerships with our clients, and we’re thrilled to be a part of the team and expand our reach throughout the state of Florida,” said Marty Kossoff, founder of Allegiant Private Advisors.
Jul 8, 2021 · SARASOTA — Mariner Wealth Advisors, a national wealth advisory firm in Kansas, announced the acquisition of Allegiant Private Advisors, Sarasota, today. Allegiant Private Advisors will assume the Mariner Wealth Advisors’ name when the deal closes on July 31.
