Sarasota, Fla. – October 20, 2021 – Mariner Wealth Advisors has expanded its Sarasota office welcoming four financial industry professionals focused on providing clients 360° financial advice designed to last. The Sarasota location, formerly known as Allegiant Private Advisors, recently added Senior Wealth Advisor Douglas Timmerman, CFP®, CExP™, Wealth Advisor Cupp Nguyen, CFP ®, AEP ®, CTFA, Research Analyst Daniel McElwaney and Paraplanner Gillian Cassidy to its growing wealth team.
Managing Director Benjamin W. Jones, CFP®, AIF® noted that these staff additions reflect a commitment to continue to provide concierge service to each current client while also laying the foundation for Mariner Wealth Advisors’ growth plans for the greater region.
“We’re thrilled to welcome Doug, Cupp, Daniel and Gillian as they share our focus on always placing each client’s interests first. We collectively serve as advocates and thinking partners, helping client families navigate their financial future by charting the course to achieve financial goals today and for years to come.”
Senior Wealth Advisor Douglas Timmerman has transferred to the Sarasota region from Mariner Wealth Advisors’ San Diego office. He works as part of the team to provide comprehensive wealth management solutions to business owners, executives and families. Prior to joining Mariner Wealth Advisors, he was a financial advisor at both WestPac Wealth Partners and AXA Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional, has earned the Certified Exit Planner designation and maintains accident and health, life and variable annuity insurance licenses. Doug holds a bachelor’s degree in finance and economics from the University of Kentucky.
As a Wealth Advisor, Cupp Nguyen works with families and individuals to provide holistic financial planning solutions focused on meeting short- and long-term goals. Prior to joining Mariner Wealth Advisors, she worked as a vice president, senior financial planner and relationship manager at Cambridge Trust in Boston, Mass. Her past experience also includes wealth management at Morgan Stanley and Northern Trust in Boston, where she held positions as a relationship manager, trust advisor and vice president for wealth management, as well as the Trust and Estate Department of the Boston law firm, Choate, Hall & Stewart and the Loring, Wolcott & Coolidge Family Office. She is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® designee and holds the Certified Trust and Financial Advisor designation. She has a bachelor’s degree in finance from Northeastern University, Boston, Mass., and graduated from a three-year trust school program held at Northwestern University sponsored by the American Bankers Association (ABA).
As a Research Analyst, Daniel McElwaney examines equities and potential holdings, compiles data, prepares reports and analyzes macro and microeconomic data. Previously he worked as a financial analyst intern at First Franklin Financial Services in Tallahassee, where he conducted economic research for use in the Tallahassee Economic Index and helped provide customized portfolios and retirement plans for the firm’s clients. McElwaney earned a bachelor’s degree with a double major in economics and finance as well as a master’s degree in finance from Florida State University. He is currently a Chartered Financial Analyst (CFA) level I candidate.
Gillian Cassidy is launching her career in financial planning as a paraplanner at Mariner Wealth Advisors. She gathers data, manages financial planning software, supports wealth advisors and implements procedures to improve efficiency and enhance the client experience. She has a bachelor’s degree in business finance from Florida Atlantic University and has earned theAccredited Wealth Management AdvisorSM and Chartered SRI CounselorSM designations. Gillian is currently seeking her master’s degree in personal financial planning at the College for Financial Planning and plans to sit for her CFP exam upon graduation.
Mariner Wealth Advisors is a national wealth advisory firm with a rapidly growing footprint. Allegiant Private Advisors, an advisory and investment services firm that has served high-net-worth families, entrepreneurs, nonprofit organizations and foundations in Sarasota since 1997, became part of Mariner Wealth Advisors on July 31, 2021. Today the 22-member Sarasota office also draws upon an expanded in-house team of professionals who focus on investment solutions including income tax, investments, trusts, multigenerational planning and the transfer of wealth.
To learn more, call 941-365-3745 or visit marinerwealthadvisors.com/sarasota.
About Mariner Wealth Advisors
At Mariner Wealth Advisors, we provide 360° advice designed to last. We partner with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way. We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance –under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advisement (AUA), Mariner Wealth Advisors and its affiliates now advise on over $50 billion in assets*.
*Assets are calculated using assets under management and/or advisement of subsidiaries of Mariner Wealth Advisors, LLC and totals do not include all assets of acquisitions closed as of 9/30/21. Actual assets are subject to change as clients of acquired firms are onboarded to Mariner Wealth Advisors.