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Jana Shoulders
Jana Shoulders
Managing Director & Senior Wealth Advisor | Mariner Holdings
Tulsa, Oklahoma, United States
Jana Shoulders
Summary
Jana Shoulders is a seasoned financial advisor with over 30 years of experience in providing tailored financial services, particularly to individuals, families, and trusts. As the Managing Director at Mariner Wealth Advisors, she leads the Oklahoma offices, emphasizing holistic financial planning and investment strategies. Jana co-founded Adams Hall Wealth Advisors, which became part of Mariner Wealth Advisors, showcasing her entrepreneurial spirit and commitment to client service. She holds a Bachelor's degree in Accounting from the University of Tulsa and is a Certified Public Accountant, as well as an Accredited Investment Fiduciary and Estate Planner. Her leadership extends beyond her firm, as she is actively involved in the International Women's Forum and serves on the Board of Trustees at the University of Tulsa. Recognized as a top advisor, Jana has received numerous accolades for her contributions to the wealth management industry, particularly in empowering women in finance.
Jana Shoulders
Work Experience
Managing Director & Senior Wealth Advisor at
Mariner Holdings
January 1997 - Present
Jana Shoulders
Education
University of Tulsa, Bachelor's Degree
Frequently Asked Questions about Jana Shoulders
What is Jana Shoulders email address?
Jana Shoulders's primary email address is ****@adamshall.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jana Shoulders work for?
Jana Shoulders is a Managing Director & Senior Wealth Advisor at Mariner Holdings, a company specializing in Functions related to depository banking.
Where Jana Shoulders graduated from?
Jana Shoulders holds a degree in Accounting from University of Tulsa.
How can I directly contact Jana Shoulders?
To contact Jana Shoulders directly, you can use the email address ****@adamshall.com. Complete contact information is available upon registration with Muraena.
Who is Jana Shoulders?
Jana Shoulders is a seasoned financial advisor with over 30 years of experience in providing tailored financial services, particularly to individuals, families, and trusts. As the Managing Director at Mariner Wealth Advisors, she leads the Oklahoma offices, emphasizing holistic financial planning and investment strategies. Jana co-founded Adams Hall Wealth Advisors, which became part of Mariner Wealth Advisors, showcasing her entrepreneurial spirit and commitment to client service. She holds a Bachelor's degree in Accounting from the University of Tulsa and is a Certified Public Accountant, as well as an Accredited Investment Fiduciary and Estate Planner. Her leadership extends beyond her firm, as she is actively involved in the International Women's Forum and serves on the Board of Trustees at the University of Tulsa. Recognized as a top advisor, Jana has received numerous accolades for her contributions to the wealth management industry, particularly in empowering women in finance.
Jana`s contact details
****@adamshall.com
**********@ix.netcom.com
**************@mariner-holdings.com
Colleagues
Chief Operating Officer, Chief Strategy Officer
Chief Investment Strategist