Individual in Oklahoma City, Oklahoma

ASJ Wealth Management - UBS Financial Services Inc. is a prominent finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. As a part of UBS Financial Services Inc., ASJ Wealth Management offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Clients can trust ASJ Wealth Management to provide expert financial advice and guidance to help them secure their financial future.

Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5224 East 69th Place, Tulsa, Oklahoma, United States. Kimberly Quintanar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products, Kimberly Quintanar offers comprehensive financial services for individuals and small business owners. The institution is committed to ethical standards and providing expert advice on a wide range of financial topics to help clients achieve their financial goals.

American Financial Services is a renowned finance institution located at 5128 South 95th East Avenue in Tulsa, Oklahoma. With a strong reputation for providing top-notch financial services, we specialize in helping individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, American Financial Services is here to help. Contact us today to learn more about how we can assist you in reaching your financial aspirations.

Edward Jones - Financial Advisor: Joshua D Morris, AAMS™ is a trusted financial institution located at 8006 South 101st East Avenue in Tulsa, Oklahoma, United States. Specializing in finance, this institution offers personalized financial planning and investment services to help individuals reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Joshua D Morris, AAMS™ provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Joshua D Morris, AAMS™ is dedicated to helping you achieve financial success.

The Merrill Lynch Financial Advisor Braden Ward institution is located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. The FHB Wealth Management Group focuses on overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. With a collaborative approach, the institution provides personalized service like a boutique firm combined with the extensive resources of a global institution. Their team of highly skilled advisors offers tailored wealth management strategies to address both immediate and long-term financial goals. Services include retirement planning, managing stock holdings, tax-efficient wealth transfer methods, and access to Bank of America trust and philanthropic services. The institution is committed to helping clients achieve their financial objectives through personalized investment approaches. The team of experienced individuals at Merrill Lynch Wealth Management Advisors are dedicated to building strong client relationships based on trust and personalized service. The institution believes in the importance of seeking the advice and guidance of an experienced financial advisor to develop a customized wealth management approach for the future. With a focus on the client's unique needs and priorities, the institution aims to help clients stay on track to achieve their financial goals.

Stonebridge Wealth Management is a leading finance institution located at 9717 East 42nd Street in Tulsa, Oklahoma, United States. With a team of experienced financial advisors, Stonebridge offers a range of wealth management services tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Stonebridge Wealth Management is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

LPL Financial is a leading finance institution located in Tulsa, Oklahoma, United States. They provide a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, save for retirement, or plan for the future, LPL Financial is committed to providing personalized financial solutions to meet your needs.

Edward Jones - Financial Advisor: Cole M Kidwell is a reputable financial institution located at 5314 South Yale Avenue in Tulsa, Oklahoma. As a trusted advisor, Cole M Kidwell provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Cole M Kidwell is committed to providing top-notch financial advice and guidance to individuals and families in the Tulsa area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Cole M Kidwell is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Kyle D Canida is a reputable finance institution located at 115 West Broadway Avenue in Broken Arrow, Oklahoma, United States. Kyle D Canida is a skilled and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kyle D Canida can provide personalized advice and guidance to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kyle D Canida is dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Alex Hinkle, CFP®|CRPC™ is a trusted financial institution located at 307 East 2nd Avenue in Owasso, Oklahoma. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Alex Hinkle provides expert advice and personalized financial solutions to help clients achieve their long-term goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or simply looking to better manage your finances, Alex Hinkle and the team at Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Ralph Andrade is a leading financial institution located at 750 South Cherokee Street in Catoosa, Oklahoma. As a trusted financial advisor, Ralph Andrade provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Ralph Andrade offers expert guidance and tailored solutions to individuals and businesses seeking to grow and protect their assets. Whether you are planning for retirement, saving for a major purchase, or looking to diversify your investment portfolio, Edward Jones - Financial Advisor: Ralph Andrade is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

RoseStone Wealth Advisors, located at 5018 East 68th Street in Tulsa, Oklahoma, is a branch of Ameriprise Financial Services, LLC. Our team of financial advisors is dedicated to helping individuals achieve their financial goals through personalized planning and investment strategies. Please note that our advisors are registered to do business only in certain U.S. states, so it is important to refer to their personal website or FINRA’s BrokerCheck website for more details.

Matt Howeth is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matt Howeth is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, retirement planning, and more, Matt Howeth is committed to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Tanya R Butler is a renowned finance institution located at 2478 West New Orleans Street in Broken Arrow, Oklahoma, United States. Tanya R Butler is a highly experienced and trusted financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for your child's education, Tanya R Butler can provide expert guidance and support. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Tanya R Butler is a top choice for individuals seeking sound financial advice.

Edward Jones - Financial Advisor: Brad Buxton, AAMS™ is a reputable financial institution located at 1145 South Aspen Avenue in Broken Arrow, Oklahoma, United States. As a trusted financial advisor, Brad Buxton provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Brad Buxton, AAMS™ offers expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Brad Buxton, AAMS™ can help you navigate the complexities of the financial world with confidence and peace of mind.

Blake Johnson - Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, is a trusted finance institution. As a recipient of the Ameriprise Client Experience Award, RoseStone Wealth Advisors offers expert financial advice and guidance. With a focus on risk tolerance and investment strategies, our team aims to help clients achieve their financial goals. By providing personalized consultations and a deep understanding of each individual's needs, we strive to build long-lasting relationships based on trust and expertise. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC, ensuring the highest standards of professionalism and integrity. Contact us today for a complimentary initial consultation to take the next step towards a more secure financial future.

Edward Jones - Financial Advisor: Scott Little is a reputable financial institution located at 2297 North 9th Street in Broken Arrow, Oklahoma, United States. As a trusted financial advisor, Scott Little provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott Little is dedicated to providing expert guidance and support in all areas of finance. Whether you are planning for retirement, saving for college, or investing for the future, Scott Little is committed to helping you make informed decisions and achieve financial success. Contact Edward Jones - Financial Advisor: Scott Little today to schedule a consultation and take the first step towards a secure financial future.

Daniel Bickerstaff is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street, Tulsa, Oklahoma, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel's expertise in various aspects of finance including asset management, estate planning, retirement planning, investment management, and more. Daniel is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Daniel Bickerstaff for comprehensive financial planning services tailored to your specific needs.

J Taylor Private Wealth is a leading finance institution located at 8931 South Yale Avenue in Tulsa, Oklahoma. With a focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide tailored solutions to meet your individual needs. Trust J Taylor Private Wealth to provide expert guidance and exceptional service for all your financial needs.

Neil Royston is a reputable finance institution located at 2251 North 9th Street in Broken Arrow, Oklahoma, United States. With a focus on providing top-notch financial services to individuals and businesses, Neil Royston is known for their expertise in investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or manage your assets, Neil Royston is committed to providing personalized and comprehensive financial solutions tailored to your specific needs. Visit Neil Royston today and take the first step towards financial success.

James A Livingston - Morgan Stanley is a renowned finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment solutions to help clients achieve their financial goals. The team at James A Livingston - Morgan Stanley is dedicated to providing expert advice and personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and success.

David C. Ellis - UBS Financial Services Inc. is a reputable finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. With a strong focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized solutions tailored to their individual needs and goals, backed by the resources and global reach of UBS. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, David C. Ellis - UBS Financial Services Inc. is dedicated to helping you achieve your financial objectives.

Merrill Lynch Financial Advisor Steve M Jelley, located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States, offers personalized financial services to help clients navigate the complexities of the global investing landscape. With a team of experienced professionals supported by the global resources of Merrill, the institution is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from prestigious financial industry publications such as Barron's, Forbes, and Financial Times, showcasing their commitment to exemplary client service. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals and aspirations. The institution understands that life and financial markets are constantly evolving, and they aim to help clients stay on track to achieve their goals by regularly reviewing and adjusting financial approaches. With a focus on getting to know clients personally and understanding their priorities, Merrill Lynch Wealth Management Advisors work to create customized investment approaches tailored to individual needs and objectives. By offering personalized investment strategies and access to comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Steve M Jelley is dedicated to helping clients live their best financial lives.

Hunt & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5018 East 68th Street, Tulsa, Oklahoma, United States. They offer financial planning services and investment advice to clients. Their financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. The institution provides a range of services, including retirement planning, investment management, and estate planning. Clients can expect personalized recommendations based on their individual financial situation. Hunt & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that they adhere to strict regulatory standards. Visit their website for more information and to schedule a consultation.

Merrill Lynch Financial Advisor Morgan Martin is a top-ranked finance institution located at 6100 South Yale Avenue, Suite 1500, Tulsa, Oklahoma, United States. Recognized as #1 in Oklahoma on the 2024 Forbes "Best-In-State Wealth Management Teams" list for the second consecutive year, our team focuses on addressing the investing and wealth management needs of institutions, high net worth individuals, and families. As Bank of America Retirement Benefits Consultants and Global Institutional Consultants, we provide personalized service and customized strategies to help clients pursue their financial goals. Our talented and experienced team is committed to building strong client relationships based on trust and expertise. Recognized by Barron's and Forbes for excellence in financial advisory services, we strive to provide the highest level of service and guidance to our clients. Visit us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Kyle M Ingram is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, setting the standard for excellence. The advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities, adapting to your changing needs over time. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Ashton C Gunter is a finance institution located at One Warren Place in Tulsa, Oklahoma, United States. The institution, part of CPL Wealth Management & Associates, has been named to the Forbes "Best-in-State Wealth Management Teams" list. The team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They provide sophisticated and highly customized financial strategies for clients with significant wealth, focusing on wealth preservation, transfer, retirement planning, and more. The team works with corporate executives, business owners, non-profits, and affluent families to foster lasting wealth from generation to generation. They believe in a goals-based approach, tailored to each client's aspirations and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, they help clients develop financial plans to address their needs. The team is committed to helping clients pursue their goals, providing personalized investment strategies and comprehensive financial solutions. They offer tools such as Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The institution is dedicated to helping clients navigate the complexities of their financial lives, offering guidance and support every step of the way.

Merrill Lynch Financial Advisor Daniel M Prather, located at One Warren Place in Tulsa, Oklahoma, is a renowned finance institution that has been named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. With a team of talented and experienced individuals, Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. The team at CPL Wealth Management & Associates, operating within Merrill, provides sophisticated and customized financial strategies for clients with significant wealth. They work with corporate executives, business owners, non-profits/foundations, and affluent families to foster lasting wealth from generation to generation. The team assists clients during personal and professional transitions, offering services such as wealth preservation, wealth transfer, managing retirement cash flows, and more. With over 100 years of cumulative financial experience, the team is dedicated to providing focused, goals-based asset management and estate planning strategies. They believe in helping clients pursue their goals by developing personalized plans centered on their aspirations. The team works with clients to address fluctuations in the market and changes in their lives, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are committed to helping clients build customized investment approaches to address their needs and pursue their goals. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives.

AXA Advisors is a financial institution located at 4200 East Skelly Drive in Tulsa, Oklahoma. As a leading provider of financial services, AXA Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, AXA Advisors provides personalized advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, AXA Advisors is committed to helping you make informed decisions and secure your financial future.