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MEMBER PROFILE

 

Joe Mraz

Raymond James

 

Member profile details

Membership level
Atlanta Individual
First name
Joe
Last name
Mraz
Title
Financial Advisor
Company
Raymond James
 

CONTACT INFORMATION

City
Alpharetta
State
Georgia
 

PROFILE INFORMATION

Call me when
A client is unsure they of how much they will need from the sale to keep them retired.
Why I/we support XPX
To find resources to best serve my clients and grow my network of exit planning advisors
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Exit/Transition Planning
  • Family business
  • Finance
  • Investments
  • Lending
  • Retirement
Client Industry(ies)
  • Consumer Services
  • Manufacturing
  • Software/Internet
Professional Certification(s)
AAMS CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
2019
How to contact
Phone: 6785662517 Email: joe.mraz@raymondjames.com
Website
raymondjames.com/joemraz
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