Joseph Mraz
Financial Advisor
404-861-1711
Former college golfer and avid Braves fan. Father to a 90lb dog named Hulk. Always open to book a tee time and talk sports.
Member
GateOpener Workshop 11/20/2023
How to Build a Referral Marketing Plan 10/02/2023
Best Client Workshop 10/17/2022
Advanced InfoMinute Seminar 05/26/2022
How to Benefit from an Association 02/21/2022
InfoMinute Seminar 08/16/2021
Orientation Essentials 08/16/2021
Development
Raymond James
678-566-2517
2400 Lakeview Pkwy Suite 200
Apharetta, GA 30009
My best clients are those who are looking to exit a privately held business in the next 5 years. I provide them with the education and resources needed to exit successfully from a personal, business, and financial standpoint.
Company
Endorsement Letters I've Received
I believe how you do anything is how you do everything. I make it a point to show up early to meetings and be prepared so that I can add value to the team. This is the same respect I also want to show my clients so that they never leave a meeting feeling as if that was not the best use of their time. I want to schedule time proactively with clients so that I can answer questions that might be lingering and helping them to make informed decisions.
Referral Trigger Response
