Jana Lee Shoulders

Ms. Jana L.
Shoulders, CPA, is a Principal & Senior Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC.
She has more than 30 years of experience providing customized financial and advisory services, with particular focus on individuals and families, trusts and foundations.
She is part of the Executive Council and leads Mariner Wealth Advisors’ offices in Tulsa and Oklahoma City, Oklahoma, and Amarillo, Texas.
She serves on the board of the University of Tulsa Student Investment Advisory Board.
Prior to co-founding Mariner Wealth Advisors-Oklahoma in 1997, Ms. Shoulders was co-founder and Chief Executive Officer of Adams Hall Wealth Advisors.
Adams Hall partnered with Mariner Wealth Advisors in 2012.
She is a founding member of the International Center for Wealth Advisory Excellence, a trustee of the Tulsa County Library Trust and the Philbrook Museum of Art and is on the Tulsa Regional Chamber of Commerce Board of Directors.
She is also a member of the Women’s Presidents Organization.
She holds a bachelor’s degree in Business Administration in Accounting from the University of Tulsa and has passed the Series 65 exam.