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Jana Shoulders

Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors - Oklahoma
Intro Book
Seasoned wealth management expert delivering holistic financial advice.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Investment Advisory
  • Wealth Management
  • Investment Management
  • Finance
  • Financial Planning
  • Show all
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Bio

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Jana Shoulders is a seasoned wealth management professional with 27 years of experience in investment advisory, wealth management, and financial planning. She serves as Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors - Oklahoma, offering holistic wealth advice to individuals, families, trusts, foundations, and corporate retirement plans. With a Bachelor's Degree in Accounting from the University of Tulsa, Jana brings a strong educational foundation to her role. Her expertise spans investment advisory services, including investment management, finance, financial planning, retirement planning, strategic financial planning, financial advisory, leadership, alternative investments, and financial services.

Experience

  • Mariner Wealth Advisors - Oklahoma
    • Tulsa, Oklahoma Area & Amarillo, Texas
    • Managing Director & Senior Wealth Advisor
      • Jan 1997 - Present
      • Tulsa, Oklahoma Area & Amarillo, Texas

      The Oklahoma offices were originally founded in 1997 as Adams Hall Wealth Advisors. We became a partner firm of Mariner Wealth Advisors in 2012 and rebranded in 2015. We offer a wide range of services for individuals and families, trusts and foundations, and fiduciary oversight for corporate retirement plans. We offer one-on-one attention, service and access to the knowledge and experience of a full staff of professionals. As Managing Director & Senior Wealth Advisor of our two Oklahoma offices, I focus on serving our clients, as well as business development, by providing holistic wealth advice customized to meet client goals. I particularly focus on individuals and families, trusts, foundations and corporate retirement plans.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser

Education

  • University of Tulsa
    Bachelor's Degree, Accounting

Suggested Services

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Industry Focus. “Investment Banking”

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