Thomas Hardy
Senior Institutional Advisor at Mariner
Based in Tulsa, United States
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Seniority
Staff
Department
Other
Location
Tulsa
Industry
Financial Services
Company size
2.1K
Contact information
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t•••••••@marinerwealthadvisors.com
Phone
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Background
About Thomas Hardy
I love my job because I get to help people plan for their retirement dreams! As an institutional advisor, I have the opportunity to help organizations implement and maintain a successful retirement plan as well as help the participants in those plans. As a senior institutional advisor, I focus on helping plan sponsors with items such as investment due diligence, investment policy statements, meeting minutes, plan design, retirement readiness, and fee benchmarking. Mariner is an independent wealth management firm that offers a wide range of services for individuals, families, trusts and foundations, as well as fiduciary oversight for corporate retirement plans.
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