![Sherri Lynn Hazell](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Sherri L.
Hazell is a Senior Wealth Advisor at Mariner LLC.
She focuses on the development and implementation of comprehensive wealth solutions, primarily for high-net-worth individuals.
She specializes in research that provides clients with the information needed to make informed decisions about their financial future, and she provides forward-thinking strategies that address clients’ unique goals, desires and concerns.
She has over 21 years of experience in the industry.
Prior to founding Mariner, Ms. Hazell was a financial associate at A.G.
Edwards & Sons.
She has also served several roles including associate, client service manager and liaison to high-net-worth clients.
She is a Chartered Financial Consultant.
Postes actifs de Sherri Lynn Hazell
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Fondateur | 01/01/2006 |
Anciens postes connus de Sherri Lynn Hazell
| Sociétés | Poste | Fin |
|---|---|---|
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Corporate Officer/Principal | 31/12/2005 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
