Alex Jolly

About Alex Jolly

As a Planning Strategist & Consultant on the Practice Management team at Mariner Wealth Advisors, my role is to act as a financial planning strategist and thought leader to our wealth advisors. I develop training to ensure advisory teams utilize our deep resources to deliver an exceptional client experience, and work on select, complex cases to help demonstrate value using innovative tools and technology.Barron’s has ranked our firm as a top five RIA for the last six years. As a nationally recognized wealth management firm with a local presence across the country, our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. My previous employment was with a nationally recognized Northwestern Mutual Wealth Management team - appearing on Forbes\' 2022 Top Financial Security Professionals Best-In-State list at #2. The company also recognized the team for FORUM level performance in 4 of my 6 years there; FORUM award qualifiers represent the top segment of advisors from across Northwestern Mutual\'s industry-leading financial advisors; only 5% of more than financial advisors and teams receive this recognition.

Experience

1. Product Manager, Wealth Technology Solutions

   Mariner

   Jul 2025 — Present · Austin, TX, US

Education

• Murray State University

  Master of Business Administration (M.B.A.), Finance

  2015 — 2016

• Murray State University

  Bachelor’s Degree, Finance- Financial Planning and Services

  2010 — 2014