Profil
Ms. Alana Scott is Wealth Advisor at Mariner Wealth Advisors LLC since 2009.
She provides wealth management solutions to clients using the fundamental concepts of financial planning.
She believes that fiscal health and well-being begins and ends with a solid financial plan and that this plan should be the blueprint to help achieve one’s goals and objectives.
Prior to joining the firm, Ms. Scott was director of The O’Renick Companies, a Kansas City-based Registered Investment Advisor that provides services to high-net-worth individuals, trusts, corporations and qualified retirement plans.
Ms. Scott has a bachelor’s degree in business administration from the University of Georgia and a master’s of business administration from Georgia State University.
She is a registered CERTIFIED FINANCIAL PLANNER, completing her studies at the UMKC Bloch School of Financial Planning and she is a member of the Financial Planner’s Association of Kansas City.
Anciens postes connus de Alana Scott
Sociétés | Poste | Fin |
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OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Corporate Officer/Principal | 01/04/2009 |
Formation de Alana Scott
University of Georgia | Undergraduate Degree |
Georgia State University | Masters Business Admin |
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Relations au 1er degré
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Entreprise privées | 1 |
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OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |