Michelle Grillone

Michelle Grillone is the managing director at Mariner Wealth Advisors. Michelle has over 18 years of experience in compliance and operations for Singer Xenos, one of South Florida’s largest private wealth management firms. Michelle is responsible for the RIA and broker-dealer compliance program with FINRA and SEC, and oversees all back office operations including account openings, registrations, continuing education program, execution of global trades, daily trading of client accounts, identification of process deficiencies and recommend improvements for operational issues, quarterly reporting and billing of client accounts, and daily updating and reconciling of the portfolio accounting software.

Michelle Grillone received their Bachelor of Business Administration from the University of Miami Herbert Business School. Michelle also attended Gulliver Preparatory School. Michelle is certified by the Financial Industry Regulatory Authority (FINRA) in Series 26, 6, and 99.

They work with William Hutchens - Director & Senior Wealth Advisor, Kevin Taylor - Director & Senior Wealth Advisor, and Joshua Goldman - Director & Senior Wealth Advisor. Their manager is Marty Bicknell, CEO & President.