Bank of America Coronavirus Resource Center See details
Default Image

TULSA, OK

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Office Team

Jennifer Cummings| MLWM Market Executive| Director

The financial advisors in our branch office have one primary goal: to help affluent, high-net-worth and ultra-high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for hiring experienced advisors and career-changing recruits. The Market Executive in your branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.

Vallie Carney| Senior Market Supervision Manager| Vice President

The Office Management Team (OMT) from the Tulsa branch collaborates on executing strategic initiatives in the market: The Market Supervision Manager has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the Client Relationship Manager addresses all components of the client service experience while driving operational excellence; and the Market Executive adds experience in providing the tools, training and support that are essential to the needs of the business and clients.

Keith Bohannon| Market Supervision Manager| Vice President

The Office Management Team (OMT) from the Tulsa branch collaborates on executing strategic initiatives in the market: The Market Supervision Manager has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the Client Relationship Manager addresses all components of the client service experience while driving operational excellence; and the Market Executive adds experience in providing the tools, training and support that are essential to the needs of the business and clients.

Vicki Arnold| Client Relationship Manager| Vice President

Local leadership in the form of Merrill Lynch Wealth Management’s Tulsa Office Management Team (OMT) is empowered to proactively support you. If you’re in need of another perspective or idea to offer a prospect or client, the Market Executive or Resident Director team can help you with marketing concepts. If you want to manage risk and financial exposure, you can look to the OMT’s Market Supervision Manager for compliance with industry regulations. If your goal is to enhance the client experience, you’ll find the relationship manager can deliver, analyze and address all the components of the client service experience. The extensive knowledge and experience of the OMT managers can help you increase productivity and maximize your potential.

Katie Ellis| Client Relationship Manager

Local leadership in the form of Merrill Lynch Wealth Management’s Tulsa Office Management Team (OMT) is empowered to proactively support you. If you’re in need of another perspective or idea to offer a prospect or client, the Market Executive or Resident Director team can help you with marketing concepts. If you want to manage risk and financial exposure, you can look to the OMT’s Market Supervision Manager for compliance with industry regulations. If your goal is to enhance the client experience, you’ll find the relationship manager can deliver, analyze and address all the components of the client service experience. The extensive knowledge and experience of the OMT managers can help you increase productivity and maximize your potential.

Terra Dawes| Administrative Assistant

Administrative Assistant III
Terra Dawes supports the Market Executive, Jennifer Cummings, for the Oklahoma Market.

Christy Coker| Administrative Assistant

Administrative Assistant III
Christy Coker supports both Market Supervision Managers, Vallie Carney and Keith Bohannon.

Glennisa Fitzgerald| Administrative Assistant

Administrative Assistant III
Glennisa Fitzgerald supports both Client Relationship Managers, Vicki Arnold and Katie Ellis.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management