AeroLeads people directory · profile
Mindy Mclaughlin, Cfp® Email & Phone Number
Director and Senior Wealth Advisor
at
Mariner Wealth Advisors
1 work email found
@marinerwealthadvisors.com
2 phones found area 513
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Senior Wealth Advisor
Location
Cincinnati, Ohio, United States
Who is Mindy Mclaughlin, Cfp®? Overview
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Quick answer
Mindy Mclaughlin, Cfp® is listed as Director and Senior Wealth Advisor at Mariner Wealth Advisors, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com, phone signal with area code 513, and a matched LinkedIn profile for Mindy Mclaughlin, Cfp®.
Mindy Mclaughlin, Cfp® previously worked as Senior Vice President and Senior Portfolio Manager, The Private Client Reserve at U.S. Bank at U.S. Bank and Business Development Manager at Johnson Investment Counsel. Mindy Mclaughlin, Cfp® holds Master Of Business Administration (Mba) from University Of Cincinnati.
Company email context
Email format at Mariner Wealth Advisors
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*@marinerwealthadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mindy Mclaughlin, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mindy Mclaughlin, Cfp®
I’m a Director and Senior Wealth Advisor at Mariner Wealth Advisors. I have more than 25 years of experience in the financial services industry, and I focus on building relationships with high-net-worth executives, individuals, families and foundations. As a Director, I specialize in comprehensive wealth management and have significant experience managing concentrated wealth and applying risk mitigation strategies.
Listed skills include Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, and 16 others.
Current workplace
Mindy Mclaughlin, Cfp®'s current company
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5 roles · 39 years
Mindy Mclaughlin, Cfp® work experience
A career timeline built from the work history available for this profile.
Director And Senior Wealth Advisor
CurrentThe Cincinnati office of Mariner Wealth Advisors was originally founded as RiverPoint Capital Management, a registered investment advisory firm established in 2002. We became a partner firm of Mariner Wealth Advisors in 2012 and re-branded in 2018. With a mission of delivering leading investment advisory services to high-net-worth individuals, families and.
Mar 2015 - Present
Senior Vice President And Senior Portfolio Manager, The Private Client Reserve At U.S. Bank
Manage investment portfolios for high net worth individuals, families, foundations and endowments. Provide customized asset allocation strategies and financial planning.
Jul 2005 - Mar 2015
Business Development Manager
1997 - 2003
~6 yrs
Private Banking Manager
1987 - 1997
~10 yrs
3 education records
Mindy Mclaughlin, Cfp® education
Master Of Business Administration (Mba)
Bachelor Of Science (Bs), Finance And Economics, Cum Laude
Cfp® Professional Education Program
FAQ
Frequently asked questions about Mindy Mclaughlin, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mindy Mclaughlin, Cfp® work for?
Mindy Mclaughlin, Cfp® works for Mariner Wealth Advisors.
What is Mindy Mclaughlin, Cfp®'s role at Mariner Wealth Advisors?
Mindy Mclaughlin, Cfp® is listed as Director and Senior Wealth Advisor at Mariner Wealth Advisors.
What is Mindy Mclaughlin, Cfp®'s email address?
AeroLeads has found 1 work email signal at @marinerwealthadvisors.com for Mindy Mclaughlin, Cfp® at Mariner Wealth Advisors.
What is Mindy Mclaughlin, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 513 for Mindy Mclaughlin, Cfp® at Mariner Wealth Advisors.
Where is Mindy Mclaughlin, Cfp® based?
Mindy Mclaughlin, Cfp® is based in Cincinnati, Ohio, United States while working with Mariner Wealth Advisors.
What companies has Mindy Mclaughlin, Cfp® worked for?
Mindy Mclaughlin, Cfp® has worked for Mariner Wealth Advisors, U.S. Bank, Johnson Investment Counsel, and Fifth Third Bank.
How can I contact Mindy Mclaughlin, Cfp®?
You can use AeroLeads to view verified contact signals for Mindy Mclaughlin, Cfp® at Mariner Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Mindy Mclaughlin, Cfp® attend?
Mindy Mclaughlin, Cfp® holds Master Of Business Administration (Mba) from University Of Cincinnati.
What skills is Mindy Mclaughlin, Cfp® known for?
Mindy Mclaughlin, Cfp® is listed with skills including Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Strategic Financial Planning, Commercial Lending, Investments, and High Net Worth Individuals.
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