Anna Barton

Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 35 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis and individualized retirement income planning.

Prior to joining Mariner Wealth Advisors, Anna served as vice president and financial advisor for The Pinnacle Group beginning in 2000. Before that, she acted as president for the Middletown, Ohio location of Money Concepts, providing individuals with investment and planning strategies.

Anna has a bachelor’s degree in accounting from Wright State University.