Andrew McDowell
Managing Director & Senior Wealth Advisor
Miramar Beach, Florida
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Sourced professional profile
Jana Shoulders
Senior Wealth Advisor & Principal
Meet Jana.
Jana Shoulders advises individuals, families, trusts and foundations, drawing on more than three decades in financial and advisory services. Based in Tulsa, she previously co-founded and led Adams Hall Wealth Advisors. Her background includes public accounting, and she holds the Accredited Investment Fiduciary and Accredited Estate Planner designations.
View professional sourceBefore your first conversation.
- Areas of focus
- Family wealth · Trusts · Foundations · Estate planning
- Credentials recorded in sources
- AIF®, AEP®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
Mariner
8 listed professionals
Mariner provides wealth planning and investment management alongside tax, estate, trust and executive planning services. Its advisor biographies describe personalized work with individuals, families and business owners.
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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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