Mariner Wealth Advisors will buy one of the largest independent fee-based wealth advisory firms in South Florida.
Overland Park-based Mariner will acquire Singer Xenos Schechter Sosler Wealth Management in Coral Gables, Fla. The acquisition will add $1.3 billion in assets and 16 associates. The firm is led by partners Marc Singer, Faith Xenos, Neil Sosler and Jay Schechter, all of whom will remain with Mariner Wealth.
The Coral Gables location will be the first for Mariner in the Miami metropolitan…
Mariner Wealth Advisors will buy one of the largest independent fee-based wealth advisory firms in South Florida.
Overland Park-based Mariner will acquire Singer Xenos Schechter Sosler Wealth Management in Coral Gables, Fla. The acquisition will add $1.3 billion in assets and 16 associates. The firm is led by partners Marc Singer, Faith Xenos, Neil Sosler and Jay Schechter, all of whom will remain with Mariner Wealth.
The Coral Gables location will be the first for Mariner in the Miami metropolitan…