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Mariner Wealth Advisors Expands with New Location in Naples Welcomes Jason Baum, CFA, CFP®, ChFC®, MBA as Senior Wealth Advisor Contact Name: Jamie Jalwan Contact Email: mwa@jalwanassociates.com Contact Phone Number: 941-504-6162 Naples, Fla. – August 11, 2022 – Mariner Wealth Advisors has expanded in Southwest Florida by opening a new location in Collier County and welcoming Jason Baum, CFA, CFP®, ChFC®, MBA, as a senior wealth advisor. Ranked as a top five RIA for the last six years by Barron’s1, Mariner Wealth Advisors’ new office is located at 4851 Tamiami Trail N, Suite 200, Naples, FL 34103. The Naples location adds to the firm’s presence throughout Florida with five established offices in Sarasota, Orlando, West Palm, Coral Gables/Miami and Miramar Beach (Destin). “We’re always seeking out colleagues and firms that align with our guiding principles and will add value to our diverse team,” said Benjamin W. Jones, CFP®, AIF®, a managing director at Mariner Wealth Advisors. Jones leads the Sarasota and Naples offices and supports the firm’s growth throughout Florida. “Our expansion into Naples allows us to better serve existing clients throughout the region and expands our capacity to help additional clients looking for a trusted team of advisors.” Mariner Wealth Advisors helps clients navigate their financial future with wealth advice and investment solutions including income tax, investments, trusts, multigenerational planning and the transfer of wealth. “I’m thrilled to join the Mariner family. As we seek to transcend market downturns and see the bigger picture in today’s economy, we remain focused on offering a holistic foundation to serve client families today and for generations to come,” Baum added. “I’ll continue working closely with each client on their individual goals, now with the option to utilize in-house services for everything from tax preparation to estate planning or business evaluation as we manage and preserve their wealth.” Prior to joining Mariner Wealth Advisors, Baum has served in a variety of advisor, financial planning and investment management positions at Rehmann Financial, Ciccarelli Advisory Services, Inc., Confer Financial Services and Western & Southern Financial Group. Baum is a CERTIFIED FINANCIAL PLANNER™ professional and has achieved one of the highest distinctions in the investment management profession as a Chartered Financial Analyst® (CFA®) charterholder. In addition to his Master of Business Administration (MBA) from William Howard Taft University, Baum has earned a Certificate in Financial Planning from Kaplan University as well as the designation as a Chartered Financial Consultant in Financial Planning and Services from The American College of Financial Services. Over the years, he has been active in the Naples community and enjoys supporting environmental and wildlife conservation causes including the World Wildlife Fund, Defenders of Wildlife, Sierra Club, Conservancy of Southwest Florida, 4ocean PBC and the Humane Society of Naples. Mariner Wealth Advisors is a national wealth advisory firm with a rapidly growing footprint, boasting 75 locations in 33 states and over $60 billion in assets under advisement (AUA)2. The firm’s growth strategy is driven by joining forces with like-minded fiduciary advisors and welcoming boutique firms with shared values to join the Mariner Wealth Advisors family. To connect with Baum at the new Naples office or learn more about Mariner Wealth Advisors, call 239-350-5457 or visit marinerwealthadvisors.com. About Mariner Wealth Advisors At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering 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 – all 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, Mariner Wealth Advisors and its affiliates now advise on over $60 billion in assets. 1Barron’s awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com. 2As of 6/30/22.