Alex Jolly

Practice Management Consultant at Viewpoint Financial Network - Pleasanton, California, United States

Alex Jolly's Colleagues at Viewpoint Financial Network
David Lemmon

Senior Vice President of Strategic Finance

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Ryan Gardner

Technology Associate, Help Desk

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Emily Blue

Director, Mergers and Acquisitions

Contact Emily Blue

Carl West

Senior Technician

Contact Carl West

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Alex Jolly's Contact Details
HQ
Location
Louisville,Kentucky,United States
Company
Viewpoint Financial Network
Alex Jolly's Company Details

Viewpoint Financial Network

Pleasanton, California, United States • 11 - 50 Employees
Financial Services

Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important.Our clients include individuals, families & institutions. Our wealth solutions include:• Wealth planning• Investment advisory services• Multi-generational wealth planning• Risk Management• Philanthropy• Executive compensation planning• Business succession planning• Family office services• Retirement planningTo learn more about us, please visit marinerwealthadvisors.com.Mariner Wealth Advisors ("MWA") is an SEC registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marinerwealthadvisors.com/legal. Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser. Information included here may include statements concerning financial market trends and/or individual stocks, and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Brokerage Services are provided by MSEC, LLC Member FINRA & SIPC, an affiliate of Mariner Wealth Advisors

Details about Viewpoint Financial Network
Frequently Asked Questions about Alex Jolly
Alex Jolly currently works for Mariner Wealth Advisors.
Alex Jolly's role at Mariner Wealth Advisors is Practice Management Consultant.
Alex Jolly's email address is ***@marinerwealthadvisors.com. To view Alex Jolly's full email address, please signup to ConnectPlex.
Alex Jolly works in the Financial Services industry.
Alex Jolly's colleagues at Viewpoint Financial Network are Andy Garrison, David Lemmon, Ryan Gardner, Emily Blue, Shiyuan Wang, Carl West, Nicole Hammerschmidt and others.
Alex Jolly's phone number is
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