Natalie Haggard
Senior Wealth Advisor at Mariner
- Role
- Senior Wealth Advisor at Mariner
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Natalie Haggard
As a senior wealth advisor, I provide strategic financial advice and innovative financial planning solutions for executives of public and private companies, retirees, business owners and families.Prior to joining Mariner Wealth Advisors, I was a communications specialist at Williams in Tulsa. I have a bachelor’s degree in journalism and public relations and a master’s degree in business administration, both from Oklahoma State University. I have also passed the Series 65 exam and am a CERTIFIED FINANCIAL PLANNER™ professional.
Experience
Senior Wealth Advisor
Jul 2019 — Present · Tulsa, OK, US
Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser
Education
Oklahoma State University
BA, Journalism and Broadcasting
2002 — 2005
Oklahoma State University
MBA, Business Administration
2005 — 2007
College for Financial Planning
Certificate, Financial Planning and Services
2016 — 2018
Skills
- Investment Strategies
- Marketing Strategy
- Strategic Communications
- Financial Planning
- Investment Advisory
- Asset Allocation
- Holistic Financial Planning
- Wealth Management
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