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SOURCE Mariner Wealth Advisors
25-year industry veteran brings extensive trust and estate planning experience to the firm
LEAWOOD, Kan., Sept. 30, 2013 /PRNewswire/ -- Mariner Wealth Advisors, an independent wealth advisory firm with offices nationwide, today announced that Robert J. (Bob) Swift has joined the firm as its new senior vice president of trust and estate planning. An industry veteran with more than 25 years of experience, Swift will lead the firm's efforts to expand its trust and estate planning capabilities.
Swift joins the firm from Colorado State Bank and Trust where he most recently served as senior vice president and trust manager. In that role, Swift was instrumental in enhancing the bank's position as Colorado's premium provider of fiduciary services as well as growing assets under administration to over $10 billion.
According to Martin C. Bicknell, chief executive officer of Mariner Wealth Advisors, "When we decided to expand our trust services solution, we knew its success would depend on the experience and skill of the leaders overseeing it. I am confident that Bob is absolutely the best professional to lead this new venture. His trust experience is second to none. Even more importantly, over his many years in the business, he has shown an unwavering commitment to his clients, consistently serving as their biggest advocate. I am very pleased to welcome Bob to the firm, and I look forward to his leadership as we expand our trust and estate planning capabilities."
Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors provides financial advice that is based purely on the needs and interests of clients. Nationally ranked #2 on Barron's list of the Top 100 Independent Financial Advisors, the firm's performance has resulted in a growing base of clients who desire unbiased advice and wealth planning solutions that span multiple generations.*
"I am extremely excited to join such a highly regarded firm as Mariner," said Swift. "I strongly believe in the importance of helping clients with trust and estate planning issues and look forward to providing Mariner's clients and advisors with a trust solution to meet their needs."
* Barron's has ranked Martin C. Bicknell and the teams at Mariner among the top independent financial advisors nationally for the past few years, including as the #1 advisor in the state of Kansas for 2009, 2010, 2011, 2012 and 2013. The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services include:
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