Natalie Haggard

Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC

Natalie Haggard

Natalie Haggard

Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC

Biography

Natalie Haggard is a wealth advisor at Mariner Wealth Advisors and has
been with the firm since 2010. Natalie’s responsibilities include developing ?comprehensive wealth solutions for clients. She maintains a focus on helping clients achieve their long-term objectives as she provides support related to investment research, financial planning, asset allocation and client service.

Prior to joining Adams Hall, which is now Mariner Wealth Advisors, Natalie was a communications specialist at Williams in Tulsa. Natalie has a bachelor’s degree in journalism and public relations and a master’s degree in business administration – both from Oklahoma State University. She has also passed the Series 65 exam. Natalie is involved in the Oklahoma State University Alumni Association.

Overview
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Vice President of Operations at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Former Chief Compliance Officer at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Former Co-Founder, President & Chief Executive Officer at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Co-Founder & Chief Compliance Officer at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Senior Wealth Consultant at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Senior Wealth Consultant at Mariner Wealth Advisors-Chicago LLC

Relationship likelihood: Strong

Senior Wealth Consultant at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Director, Investment Research at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Chief Operating Officer at Argent Capital Management LLC

Relationship likelihood: Strong

Senior Vice President at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Average

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Natalie Haggard
Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC
Education
Bachelor's Degree in Journalism & Public Relations

Oklahoma State University (also referred to informally as Oklahoma State, OKState, O-State, and OSU) is a land-grant, sun-grant, coeducational public research university located in Stillwater, Oklahoma, United States. OSU was founded in 1890 under the Morrill Act. Originally known as Oklahoma Agricultural and Mechanical College (Oklahoma A&M), it is the flagship institution of the Oklahoma State University System. Official enrollment for the fall 2010 semester system-wide was 35,073, with 23,459 students enrolled at OSU-Stillwater. Enrollment shows the Freshman class of 2012 was the largest on record with 4,298 students. OSU is classified by the Carnegie Foundation as a research university with high research activity.

Career History
Wealth Advisor
Current

At Mariner, we bring together the talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver the confidence that frees you to pursue whatever is calling you. Learn more about our wealth management and asset management services, as well as the clients we serve

Wealth Advisor
2010 - Current

Mariner Wealth Advisors-Oklahoma (MWAO) employs a variety of proprietary investment strategies across global asset classes. The firm utilizes a long-term strategy when providing and implementing investment advisor, although they may use a short-term strategy (securities help less than 1 year) should the client's situation change or the basis for making an investment change. MWAO may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain investment managers based on the client's stated investment objectives.

Communications Specialist
Prior

Williams Equipment Co., a subsidiary of Superior Oil & Gas Co., is a company headquartered in Oklahoma City, OK, that supplies oil and gas field equipment. On 15 Mar 06 Superior Oil & Gas Co. acquired Williams Equipment Co.

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