Carl is a Director and Senior Wealth Advisor at Mariner Wealth Advisors, where he develops comprehensive wealth plans. He holds specialized credentials as a Certified Divorce Financial Analyst (CDFA™) and an Accredited Investment Fiduciary (AIF®) and earned his BS from Florida State University.
Outside of his professional role, Carl is actively engaged in his community. He is involved with the Leadership Sarasota program, demonstrating a commitment to fostering local leadership and development within the Sarasota area.
He has unique expertise in helping clients navigate the financial complexities of divorce, a specialty supported by his CDFA™ designation.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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