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Julie Smith

Senior Wealth Consultant at Mariner Wealth Advisors

Julie Smith is a Senior Wealth Consultant at Mariner Wealth Advisors in Tulsa, Oklahoma.12 She brings more than 25 years of experience in financial services to her role, focusing on building relationships and connecting prospective clients with advisory teams.12

Professional Background

  • Joined Mariner Wealth Advisors (formerly Adams Hall) in April 20142
  • Previously worked as Senior Vice President at F&M Bank in Tulsa (2012-2014)2
  • Held the position of Vice President at JPMorgan Chase (2003-2012)2
  • Served as Director of Investor Relations at Vintage Petroleum, Inc. (1999-2003)2
  • Worked as a full-time accounting and finance professor at Oral Roberts University (1994-1999)2
  • Started her career at Bank of Oklahoma (1981-1991)2

Education and Qualifications

  • Bachelor's degree in advertising/public relations and journalism from the University of Tulsa12
  • MBA from the University of Tulsa12
  • Certified Public Accountant (CPA)12
  • Passed the Series 66 exam2

Community Involvement

Julie is actively involved in various community organizations:

  • Chair of the board of trustees for the Tulsa Performing Arts Center Trust1
  • Board chair for the Girl Scouts of Eastern Oklahoma12
  • Serves on the finance and investment committees of the Tulsa Ballet12
  • Has supported organizations such as Tulsa Area United Way, Dress for Success, and Rebuilding Tulsa1

In her role at Mariner Wealth Advisors, Julie focuses on new business development, working with individuals and families to understand their specific needs and priorities, and introducing them to wealth planning teams that can help achieve their long-term financial objectives.1

Highlights

Jan 1 · bhsusa.com
Julie Smith, Real Estate Agent , Brown Harris Stevens
Meet Our Team - Mariner Wealth Advisors
Meet Our Team - Mariner Wealth Advisors
Jul 7 · skimgroup.com
Julie Smith - SKIM

Related Questions

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Julie Smith
Julie Smith, photo 1
Julie Smith, photo 2
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Location

Tulsa, Oklahoma, United States