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Julie Smith profile image

Julie Smith

Senior Wealth Consultant at Mariner Wealth Advisors
Intro Book
Julie Smith, a seasoned finance professional with 25 years of experience, holds an MBA and BS in Accounting, Finance, and Journalism, with expertise in Banking, Management, and Investments.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Banking
  • Management
  • Finance
  • Investments
  • Wealth Management
  • Show all
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Bio

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Topline AI
Julie Smith is a seasoned banking executive with a proven track record of driving growth and success in the financial services industry. As a Senior Wealth Consultant at Mariner Wealth Advisors, she provides unbiased financial advice to clients, leveraging her expertise in investments, wealth management, and commercial lending. Throughout her 30-year career, Julie has held senior leadership positions at prominent financial institutions, including F & M Bank, JPMorgan Chase, and Bank of Oklahoma. Her tenure at these organizations has been marked by significant achievements, including Private Banking, Investments, and Estate Planning expertise. Julie holds a BS and MBA from the University of Tulsa and is certified as a CPA and Series 66 holder, further solidifying her credentials as a trusted financial advisor.

Credentials

  • CPA
    Oklahoma
  • Series 66
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Mariner Wealth Advisors
    • Tulsa, Oklahoma Area
    • Senior Wealth Consultant
      • Apr 2014 - Present
      • Tulsa, Oklahoma Area

      Mariner Wealth Advisors - Tulsa (formerly known as Adams Hall) is an independent, national wealth advisory firm that provides unbiased financial advise focused on meeting client needs.

  • F & M Bank in Tulsa, OK
    • Tulsa, Oklahoma Area
    • Senior Vice President
      • Oct 2012 - Mar 2014
      • Tulsa, Oklahoma Area

      Commerical Lending

  • JPMorgan Chase
    • Tulsa, Oklahoma Area
    • Vice President
      • Dec 2003 - Oct 2012
      • Tulsa, Oklahoma Area

      Private Banking, Investments, and Estate Planning

  • Vintage Petroleum, Inc
    • Tulsa, Oklahoma Area
    • Director Investor Relations
      • Jan 1999 - Jan 2003
      • Tulsa, Oklahoma Area

      Manager Investor Relations

  • Oral Roberts University
    • Professor
      • 1994 - 1999

  • Bank of Oklahoma
    • Tulsa, Oklahoma Area
    • Vice President
      • Jan 1981 - Jan 1991
      • Tulsa, Oklahoma Area

      Commercial lending with a specialty in oil and gas reserve Lending

Education

  • 1978 - 1982
    University of Tulsa
    BS and MBA, Accounting, Finance, Journalism, Advertising and Public Relations
  • 1976 - 1978
    University of Nebraska-Lincoln
    Chemical Engineering/Pre- Pharmacy

Suggested Services

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Industry Focus. “Financial Services”

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