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
As a Financial Advisor I can tell when my clients are ready to take the next step by how many questions they ask to see if they are serious about the planning process . I can then tell if they will be able to continue the plan by how quickly that they are making the effort to apply those changes. If they client is less interested in the planning I know that they will be more focused on the investments and returns.
Referral Trigger Response
