Chad Hamilton Email & Phone Number
SVP Head of Practice Management @ Mariner Wealth Advisors
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Chad Hamilton Location
- Tulsa, OK, US
Chad Hamilton Work
- 2021 -now SVP Head of Practice Management @
- 2019 -2021 Director of Practice Management @
- 2017 -2021 Founder, President @ Advisor Solutions 360
- 2015 -2017 V.P., Practice Management @
- 2009 -2015 Director of Wealth Planning @
- 2001 -2009 Director of Wealth Strategies @ Brown & Tedstrom, Inc.
- 1998 -2001 Manager of Financial Planning @
Chad Hamilton Education
- The Exit Planning Institute
Certified Exit Planning Advisor (CEPA) (Planning for Business Owners)
2023-2023 - The American College
Chartered Advisor in Philanthropy
2014-2015 - Westminster College (PA)
Bachelor's degree (Business Administration & Economics)
1993-1997 - College for Financial Planning
Certified Financial Planner Designation (September 2003)
Chad Hamilton Skills
- Wealth Management
- Retirement Planning
- Asset Allocation
- Risk Management
- Strategic Financial Planning
- Asset Management
- Estate Planning
- Investment Strategies
- Process Improvement
- Financial Advisory
- Financial Planners
- Leadership
- Wealth
- Equities
- Investment Management
- Strategy
- Mutual Funds
- Due Diligence
- Financial Analysis
- Investments
- Credit Analysis
- Strategic Planning
- Financial Planning
- Advisory Services
- Planning
- Advisory
- Financial Services
- Microsoft Excel
- Marketing
- Certified Financial Planner
- Business Advisory
- Services
- Philanthropy
Chad Hamilton Summary
- Chad Hamilton, based in Tulsa, OK, US, is currently a SVP Head of Practice Management at Mariner Wealth Advisors. Chad Hamilton brings experience from previous roles at Brown and Company, Inc., Advisor Solutions 360, Mariner Wealth Advisors and KeyCorp. Chad Hamilton holds a 2023 - 2023 Certified Exit Planning Advisor (CEPA) in Planning for Business Owners @ The Exit Planning Institute. With a robust skill set that includes Wealth Management, Retirement Planning, Asset Allocation, Risk Management, Strategic Financial Planning and more. Chad Hamilton has 2 emails and 1 mobile phone numbers on RocketReach.
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