Lindsey Hart McCool
Senior Wealth Advisor at Mariner Wealth Advisors
- Role
- Senior Wealth Advisor at Mariner
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lindsey Hart McCool
I am a senior wealth advisor at Mariner Wealth Advisors and have a decade of experience…
Experience
Senior Wealth Advisor
Mar 2014 — Present
I joined Adams Hall Wealth Advisors in March of 2014. Adams Hall rebranded to Mariner Wealth Advisors in July of 2015.
Education
Oklahoma State University
Bachelor's Degree
Oklahoma State University
Master's Degree
Skills
- Financial Planning
- Wealth
- Asset Management
- Portfolio Management
- Finance
- Financial Analysis
- Retirement Planning
- Wealth Management Services
- Investments
- Wealth Management
- Asset Allocation
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