Designations and Licenses

J.R. is a CERTIFIED FINANCIAL PLANNER™ professional and holds Florida life, health and variable annuity insurance licenses.

Experience and Education

J.R. advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, J.R. was a wealth advisor with Truist. In this role, he helped clients navigate the complexities of a changing economy and their business succession. He also provided business legacy, financial and estate planning.

J.R. has a bachelor’s and a master’s degree in international affairs, both from Florida State University.

Personal Interests

Away from the office, J.R. serves as a board member for Elder Care Services Inc. and as secretary for the Estate Planning Council of the Community Foundation of North Florida. He also served at St. John’s Episcopal Church in Tallahassee on the vestry and taught the global philanthropy program to high school youth. He attends the Tallahassee Symphony Orchestra and supports student musicians as a board member of the Florida State Unity Music Associates.