Jana Shoulders

About Jana Shoulders

I am currently a Principal at Mariner Wealth Advisors. I have more than 30 years of experience providing customized financial and advisory services, with a particular focus on individuals and families, trusts and foundations. I lead Mariner Wealth Advisors’ offices in Tulsa and Oklahoma City, Oklahoma.I am a Certified Public Accountant, an Accredited Investment Fiduciary® designee and an Accredited Estate Planner. Previously, I was co-founder and CEO of Adams Hall Wealth Advisors. Adams Hall partnered with Mariner Wealth Advisors in 2012 and then rebranded to the Mariner Wealth Advisors\'​ name in 2015. I am a founding member of the International Center for Wealth Advisory Excellence, a member of the International Women\'s Forum and member of the Board of Trustees of the University of Tulsa.I have a bachelor’s degree in business administration, accounting, from the University of Tulsa and I\'ve passed the series 65 exam.

Experience

1. Managing Director & Senior Wealth Advisor

   Mariner Holdings

   Jan 1997 — Present

   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