Jeremiah Griffith, Ms, Cfp®

Jeremiah Griffith, Ms, Cfp® Email and Phone Number

Senior Wealth Advisor at Mariner Wealth Advisors
Jeremiah Griffith, Ms, Cfp®'s Location
San Francisco Bay Area, United States, United States
Jeremiah Griffith, Ms, Cfp®'s Contact Details

Jeremiah Griffith, Ms, Cfp® work email

Jeremiah Griffith, Ms, Cfp® personal email

n/a
About Jeremiah Griffith, Ms, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ Professional with experience in financial planning, tax preparation, investing and reporting. I am part of an advisory team that helps clients reach their financial goals today, tomorrow and in the future. I also served in the Army National Guard from 2011-2017.

Jeremiah Griffith, Ms, Cfp®'s Current Company Details

Senior Wealth Advisor at Mariner Wealth Advisors
Jeremiah Griffith, Ms, Cfp® Work Experience Details
  • Mariner Wealth Advisors
    Wealth Advisor
    Mariner Wealth Advisors Jan 2021 - Jan 2024
    Overland Park, Ks, Us
    As a wealth advisor at Mariner Wealth Advisors, I provide individuals, families and organizations with investment advice and financial planning solutions tailored to their specific needs and goals.At Mariner Wealth Advisors, we believe that regardless of where you are on the path toward achieving your financial goals, we can help. We are guided by a client-first approach in everything we do. We foster an environment of integrity, trust and loyalty as we build long-term relationships with clients. As a client, you will be surrounded by your own dedicated team of experienced and credentialed advisors. These advisors are further supported by experienced technical professionals to help ensure teams are providing the most comprehensive advice possible. The result? A custom wealth plan and focused expertise driven by your specific needs.
    View
  • Mariner Wealth Advisors
    Associate Wealth Advisor
    Mariner Wealth Advisors Apr 2019 - Dec 2020
    Overland Park, Ks, Us
    As an associate wealth advisor with Mariner Wealth Advisors, I support a wealth advisory team in providing clients with collaborative, personalized financial solutions through wealth planning, tax preparation, investing and reporting.
    View
  • Authent Advisors, Inc.
    Financial Planning And Operations Associate
    Authent Advisors, Inc. Oct 2017 - Apr 2019
    Corte Madera, Ca, Us
    View
  • Moss Adams Wealth Advisors Llc
    Paraplanner
    Moss Adams Wealth Advisors Llc Jun 2016 - Mar 2017
  • Usaa
    Building Wealth Intern
    Usaa Jun 2015 - Aug 2015
    San Antonio, Texas, Us
    USAA intern in Financial Planning and Advice
    View
  • Texas Tech Federal Credit Union
    Teller
    Texas Tech Federal Credit Union Jun 2014 - May 2015
    Lubbock, Tx, Us
    View

Jeremiah Griffith, Ms, Cfp® Skills

Public Speaking Powerpoint Microsoft Excel Time Management Financial Planning Social Media Leadership Wealth Management Financial Analysis Event Planning

Jeremiah Griffith, Ms, Cfp® Education Details

  • Texas Tech University
    Texas Tech University
    Personal Financial Planning
  • Texas Tech University
    Texas Tech University
    Animal Science

Frequently Asked Questions about Jeremiah Griffith, Ms, Cfp®

What is Jeremiah Griffith, Ms, Cfp®'s role at the current company?

Jeremiah Griffith, Ms, Cfp®'s current role is Senior Wealth Advisor at Mariner Wealth Advisors.

What is Jeremiah Griffith, Ms, Cfp®'s email address?

Jeremiah Griffith, Ms, Cfp®'s email address is je****@****saa.com

What schools did Jeremiah Griffith, Ms, Cfp® attend?

Jeremiah Griffith, Ms, Cfp® attended Texas Tech University, Texas Tech University.

What skills is Jeremiah Griffith, Ms, Cfp® known for?

Jeremiah Griffith, Ms, Cfp® has skills like Public Speaking, Powerpoint, Microsoft Excel, Time Management, Financial Planning, Social Media, Leadership, Wealth Management, Financial Analysis, Event Planning.

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