Alex Jolly Cfp Ricp

FAQ About Alex Jolly Cfp Ricp

• What is Alex Jolly Cfp Ricp's address?

  Alex Jolly Cfp Ricp is located at
  1022 Cherokee RoadApartment 11, Louisville, United States

• What is Alex Jolly Cfp Ricp's job title?

  Alex Jolly Cfp Ricp is a
  As a Planning Strategist & Consultant on the Practice Management team at Mariner Wealth Advisors, my role is to act as a financial planning strategist and thought leader to our wealth advisors. I develop training to ensure advisory teams utilize our deep resources to deliver an exceptional client experience, and work on select, complex cases to help demonstrate value using innovative tools and technology. Barron’s has ranked our firm as a top five RIA for the last six years. As a nationally recognized wealth management firm with a local presence across the country, our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. My previous employment was with a nationally recognized Northwestern Mutual Wealth Management team - appearing on Forbes' 2022 Top Financial Security Professionals Best-In-State list at #2 . The company also recognized the team for FORUM level performance in 4 of my 6 years there; FORUM award qualifiers represent the top segment of advisors from across Northwestern Mutual's industry-leading financial advisors; only 5% of more than 6,000 financial advisors and teams receive this recognition. Mariner

• What industry does Alex Jolly Cfp Ricp currently work in?

  Alex Jolly Cfp Ricp currently works in the
  Mariner

• What is Alex Jolly Cfp Ricp's area of expertise?

  Alex Jolly Cfp Ricp specializes in
  As a Planning Strategist & Consultant on the Practice Management team at Mariner Wealth Advisors, my role is to act as a financial planning strategist and thought leader to our wealth advisors. I develop training to ensure advisory teams utilize our deep resources to deliver an exceptional client experience, and work on select, complex cases to help demonstrate value using innovative tools and technology. Barron’s has ranked our firm as a top five RIA for the last six years. As a nationally recognized wealth management firm with a local presence across the country, our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. My previous employment was with a nationally recognized Northwestern Mutual Wealth Management team - appearing on Forbes' 2022 Top Financial Security Professionals Best-In-State list at #2 . The company also recognized the team for FORUM level performance in 4 of my 6 years there; FORUM award qualifiers represent the top segment of advisors from across Northwestern Mutual's industry-leading financial advisors; only 5% of more than 6,000 financial advisors and teams receive this recognition.

• Which languages does Alex Jolly Cfp Ricp speak? 

  Alex Jolly Cfp Ricp speaks the following languages:
  No languages available.

• Which industries has Alex Jolly Cfp Ricp previously worked in?   

  Alex Jolly Cfp Ricp has prior experience in the following industries:
  Northwestern Mutual , Murray State University , Tennessee Valley Authority Investment Challenge , Peel , Murray State University , Fox And Company Wealth Management

• What is Alex Jolly Cfp Ricp’s work experience?  

  Alex Jolly Cfp Ricp has the following professional experience:
  Mariner , Northwestern Mutual , Murray State University , Tennessee Valley Authority Investment Challenge , Peel , Murray State University , Fox And Company Wealth Management .

• How can I find Alex Jolly Cfp Ricp on LinkedIn?  

  You can view Alex Jolly Cfp Ricp’s
  LinkedIn profile at LinkedIn URL.

• What are Alex Jolly Cfp Ricp’s work email addresses?  

  Alex Jolly Cfp Ricp’s work email addresses are
  [email protected] .

• What company does Alex Jolly Cfp Ricp work for?  

  Alex Jolly Cfp Ricp works at
  Mariner