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Submitted URL: https://microsoft.marinerwealthadvisors.com/
Effective URL: https://mwamicrosoft.wpengine.com/
Submission: On April 02 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://mwamicrosoft.wpengine.com/
Submission: On April 02 via automatic, source certstream-suspicious — Scanned from DE
Form analysis 1 forms found in the DOM
POST
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</form>Text Content
* About * Meet the Team * Resources * Schedule a Meeting Select Page * About * Meet the Team * Resources * Schedule a Meeting Video Player 00:02 00:00 00:13 Use Up/Down Arrow keys to increase or decrease volume. MICROSOFT CORPORATION EXECUTIVES Consistent Advice. Reliable Service. Learn MoreSchedule a Meeting CREATE YOUR PERSONALIZED WEALTH PLAN Speak With an Advisor Get Started PLAN FOR YOUR FUTURE, PROTECT YOUR LIFE & ASSETS WHY CHOOSE MARINER? * Firsthand experience working with Microsoft executives, employees, alumni and retirees. * Adept in retirement plan benefits, employee stock awards, and appropriate planning techniques to minimize taxes and maximize the wealth creation opportunity from Microsoft. * Technical knowledge of the Microsoft benefits package and equity compensation plan (including RSUs and ESPP). * A network of experienced attorneys to help Microsoft employees get their legal affairs in order. * Collective experience of more than 30 years in building customized portfolios, including asset allocation, security selection and managing concentrated positions. * Comprehensive wealth planning knowledge, tools and resources. HELPING YOU NAVIGATE YOUR FINANCIAL FUTURE MEET THE MICROSOFT TEAM Combined the professional disciplines of a Certified Financial Planner™ professionals, Certified Public Accountants, Equity Compensation specialists, and Estate Attorneys to form a specialized team familiar with Microsoft benefits and compensation. * Experience working alongside MCD Empower retirement team and Merrill Lynch Corporate Services for Equity plan * Firsthand experience working with Microsoft executives, employees, alumni and retirees * Technical knowledge of the Microsoft benefits package and equity compensation plan * Adept in retirement plan benefits, restricted stock grants and appropriate planning techniques to minimize taxes and maximize the wealth creation opportunity from Microsoft * Collective experience of more than 30 years in building customized portfolios, including asset allocation and security selection * Comprehensive wealth planning knowledge, tools and resources RUSS CHARVONIA, JD, CHFC®, CLU, CFP®, ESQ. Managing Director & Senior Wealth Advisor RYAN DRAKE, CPA Director, Tax Planning & Preparation DANIEL RUIZ, CFP®, EA Senior Wealth Advisor ALISE KRAUS, CFP® National Managing Director RYAN EATHERLY, CFP® Director & Senior Wealth Advisor RESOURCES FOR YOU STRATEGIES FOR MANAGING CONCENTRATED STOCK IN A DIVERSIFIED PORTFOLIO A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace of mind. Learn More OUR INVESTMENT PROCESS: A CLEAR, CONSISTENT APPROACH Our investment philosophy is simple: Maximize your return while minimizing your risk. We do this by combining sound investment principles, exhaustive research and knowledge of your individual financial situation to build the right portfolio for you. Learn More THE IMPORTANCE OF WORKING WITH AN ADVISOR WHO UNDERSTANDS When evaluating potential financial advisors, it is imperative to choose one who is technically qualified to care for your financial well-being. Clients often decide on which advisor to work with based on that person’s professional designations, education and experience. Learn More RETIREMENT PLAN NUA Have you ever wondered about the significance of the shares within your Retirement Plan? In today’s video, we’ll show you how to use your retirement plan via the Split Qualified Lump Sum Distribution or Net Unrealized Appreciation method (NUA) in a tax-efficient way to help meet your living expenses once you’ve retired. Watch Video Schedule a Meeting Schedule a Meeting Name * Name Name Name Phone * Email * State STATEAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming Title BEST DAY TO MEET Monday Tuesday Wednesday Thursday Friday BEST TIME TO MEET Before Noon Noon - 5PM After 5PM If you are human, leave this field blank. SUBMIT * Privacy * Cookie Policy * CCPA * Form CRS * Form ADV * Legal ╳