Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
TULSA, OK
Merrill Lynch Wealth Management Branch Office6100 South Yale Ave
Suite 1500 & 1650
Tulsa, OK 74136- Hours of Operation: Mon - Fri: 8:00 AM - 4:30 PMSee More Hours
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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.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
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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.
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| Director
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.
Events
Merrill Financial Solutions Advisor Virtual Career Night
Apr 27th, 2023 | 5:00PM-6:00PM CDT
Merrill Financial Solutions Advisor Info Session
If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience.
As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels, and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the futureto be able to deliver personalized advice at each stage of the clients’ financial journey. Join us for an informational session to learn more.
You’re invited!
Merrill Financial Solutions Advisor Info Session
If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience.
As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels, and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the futureto be able to deliver personalized advice at each stage of the clients’ financial journey. Join us for an informational session to learn more.
Articles
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.
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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 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.
Hours of Operation
Hours
Contact
Map
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