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 m

Jana Shoulders
Managing Director & Senior Wealth Advisor
Mariner
United States, Oklahoma, Tulsa
About Me
Profile Information
Managing Director & Senior Wealth Advisor
Mariner
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tulsa
Oklahoma
United States
May 12, 2025
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