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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.

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Culture

Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having 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 financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places 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 Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial 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

Todd McClure| MLWM Market Executive| Director

Todd McClure| MLWM Market Executive| Director

Vallie Carney| Market Supervision Manager| Vice President

The Office Management Team (OMT) from the Tulsa Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Vallie Carney| Market Supervision Manager| Vice President

The Office Management Team (OMT) from the Tulsa Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Dana Perry| Market Supervision Manager| Vice President

One of the things that helps make Merrill Lynch Wealth Management a desired destination for high-achieving individuals and experienced financial advisors in Tulsa is the Office Management Team (OMT). OMT offers a culture of providing expansive resources and training to advisor teams and career-changers; encouraging them to use new and innovative business strategies; providing an efficient management structure and a dedicated effort to manage risk. We believe that outstanding local leadership— which usually includes a Market Executive, Division Executive, business and operations support teams, and relationship and administrative managers—is a major reason why many advisors have found success in the Tulsa Branch.

Dana Perry| Market Supervision Manager| Vice President

One of the things that helps make Merrill Lynch Wealth Management a desired destination for high-achieving individuals and experienced financial advisors in Tulsa is the Office Management Team (OMT). OMT offers a culture of providing expansive resources and training to advisor teams and career-changers; encouraging them to use new and innovative business strategies; providing an efficient management structure and a dedicated effort to manage risk. We believe that outstanding local leadership— which usually includes a Market Executive, Division Executive, business and operations support teams, and relationship and administrative managers—is a major reason why many advisors have found success in the Tulsa Branch.

Keith Bohannon| Client Relationship Manager| Vice President

Keith Bohannon| Client Relationship Manager| Vice President

Vicki Arnold| Client Relationship Manager| Vice President

Local leadership in the form of Merrill Lynch Wealth Management’s Tulsa/Oklahoma City 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 administrative 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 specialized knowledge and experience of the OMT managers can help you increase productivity and maximize your potential.

Vicki Arnold| Client Relationship Manager| Vice President

Local leadership in the form of Merrill Lynch Wealth Management’s Tulsa/Oklahoma City 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 administrative 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 specialized knowledge and experience of the OMT managers can help you increase productivity and maximize your potential.

Katie Ellis| Associate Client Relationship Manager

The Office Management Team (OMT) from the Tulsa/Oklahoma City Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Katie Ellis| Associate Client Relationship Manager

The Office Management Team (OMT) from the Tulsa/Oklahoma City Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Terra Dawes| Administrative Assistant

Administrative Assistant III
Terra Dawes supports the Market Executive, Todd McClure, for the Oklahoma Market.

Terra Dawes| Administrative Assistant

Administrative Assistant III
Terra Dawes supports the Market Executive, Todd McClure, for the Oklahoma Market.

Christy Coker| Administrative Assistant

Administrative Assistant III
Christy Coker supports both Market Supervision Managers, Vallie Carney and Dana Perry.

Christy Coker| Administrative Assistant

Administrative Assistant III
Christy Coker supports both Market Supervision Managers, Vallie Carney and Dana Perry.

Teresa Bourn| Administrative Assistant

Administrative Assistant III
Teresa Bourn supports both Client Relationship Managers, Keith Bohannon and Vicki Arnold, as well as, Katie Ellis, Associate Client Relationship Manager.

Teresa Bourn| Administrative Assistant

Administrative Assistant III
Teresa Bourn supports both Client Relationship Managers, Keith Bohannon and Vicki Arnold, as well as, Katie Ellis, Associate Client Relationship Manager.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 Lynch Wealth Managment Advisor, you should consider the opportunity to become one yourself.

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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 strategies and wealth management advice, products and services.

Access to Resources

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

Grow & Learn

Merrill Lynch 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