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Marty’s Office. 240 S. Pineapple Ave. Suite 601. Sarasota, FL 34236 941-365-3745. Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 were published in January 2020 and rankings for 2024 were published in April 2024 and were based on June 30th data, including 1- and 5-year periods.
- (941) 365-3745
- Managing Director & Senior Wealth Advisor
- marty.kossoff@marinerwealthadvisors.com
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
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.
Marty Kossoff. MD & Senior Wealth Advisor. Michael Snowden. MD & Senior Wealth Advisor. Michelle Grillone. Managing Director. Patrick Mcdowell. Director & Senior ...
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.
Sep 15, 2022 · Why Mariner Wealth Advisors? Hear from Marty Kossoff, former president of Allegiant Private Advisors. “Allegiant Private Advisors in Sarasota, Fla., joined Mariner Wealth Advisors through an acquisition in 2021. Why Mariner Wealth Advisors? Well, that’s pretty easy to answer now, but it wasn’t at the time. We had just left an independent broker-dealer as our […]
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 Wealth ...
