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

Jana Ramsey-Weaver

Jana Ramsey-Weaver

Wealth Manager

Garrett Morris

Garrett Morris

Wealth Manager

Donna Stanart

Donna Stanart

Client Service Manager

Wendy Gregory

Wendy Gregory

Client Service Manager

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.