Merit | Oklahoma Location
Tulsa, OK
6140 South 104 East Avenue
Tulsa, OK 74133
Phone: 918.627.2500
Fax: 918.627.4450
 
Norman Office
131 East Main Street
Suite 201
Norman, OK 73069
Phone: 405.329.3192
Fax: 405.329.3158
Perry Office
601 Delaware Street
PO Box 266
Perry, OK 73077
Phone: 580.336.2245
Fax: 580.336.3251
Services Offered
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team

Steven A. Henderson
Regional Director, Partner

Douglas R. Morris
Regional Director, Partner

Jana Ramsey-Weaver
Wealth Manager

Stephen P. Regouby
Managing Partner

Doane F. Harrison
Wealth Manager

Garrett Morris
Wealth Manager

Donna Stanart
Client Service Manager

Wendy Gregory
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.