Tom Kozney
- Role
- Senior Wealth Advisor at Mariner
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Tom Kozney
As a senior wealth advisor, I work to provide customized wealth management solutions…
Experience
Senior Wealth Advisor
Feb 2019 — Present
As a senior wealth advisor, I work to provide customized wealth management solutions based on the needs and objectives of each individual client. I am proud to work in a true fiduciary capacity where I am challenged with striving to do what is in my client\'s best interest at all times. I work with an experienced team of professionals to help find solutions for each individual and/or family we support. Every action and every decision starts and ends with our clients. If it does not appear to be in their best interests, we simply will not do it. We measure our success by our ability to help you achieve your goals. We serve as your partner in navigating your financial future. I previously passed the Series 7, 66 and 63 exams, and am currently an Investment Advisor Representative with Mariner Wealth Advisors.
Education
University of Nebraska at Omaha
Bachelor of Multidisciplinary Studies , Concentration in Finance, Minors in Mathematics and Psychology
2002 — 2007
Skills
- Series 7
- Financial Planning
- Financial Analysis
- Modern Portfolio Theory
- Trading
- Financial Services
- Series 66
- Retirement Planning
- Finance
- Series 63
- Investment Advisory
- Options Strategies
- Asset Allocation
- Investments
- Portfolio Management
- Management
- Risk Management
- Wealth Management
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