Natalie Haggard

Senior Wealth Advisor at Viewpoint Financial Network - Pleasanton, California, United States

Natalie Haggard's Colleagues at Viewpoint Financial Network
Ben Cfp

Managing Director

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Gavin Hart

Manager - Enterprise Data Management & Governance

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Pamela Thompson

Managing Director & Senior Wealth Advisor

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Eric Rinehart

Director, Reporting and Data Analytics

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Natalie Haggard's Contact Details
HQ
Location
Tulsa,Oklahoma,United States
Company
Viewpoint Financial Network
Natalie Haggard'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
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Natalie Haggard currently works for Mariner Wealth Advisors.
Natalie Haggard's role at Mariner Wealth Advisors is Senior Wealth Advisor.
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Natalie Haggard works in the Financial Services industry.
Natalie Haggard's colleagues at Viewpoint Financial Network are Ben Cfp, Douglas Barker, Gavin Hart, Geoff Bremer, Pamela Thompson, Nicholas Caruso, Eric Rinehart and others.
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