user avatar

David Stutsman

Advisor at Merrill

Updated today

Location

Morris, OK

Credentials

Series 63, Series 65

Industry experience

38 years

About

David Stutsman is a financial advisor with Merrill in Morris, Oklahoma, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Merrill since 1978 and has been affiliated with Bank of America, N.A. since 2016. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm utilizes multiple program strategies and manager-constructed approaches, supported by oversight from its CIO, and maintains close integration with Bank of America affiliates to provide a broad range of financial services.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

Morris, OK

Most active in

Oklahoma · Texas

Work history

Bank Of America, N.a.

2016 - Present (10 years)

Merrill

1978 - Present (48 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Dirk P

Series 65

Henryetta, OK

Private Client Advisor Group, LLC

Dirk Palmer is a financial advisor at Private Client Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Private Client Advisor Group since 2024. Palmer also manages a public accounting firm and owns a cattle ranch, both non-investment related businesses. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages broadly diversified portfolios using fundamental security analysis and market cycle insights, providing discretionary portfolio management and project-based financial planning through a small team of five advisors.

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Jeremy R

ChFC®, Series 63, Series 66

Henryetta, OK

Edward Jones

Jeremy Roberts is a financial advisor at Edward Jones with 20 years of industry experience and holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2005. Roberts serves as a board member of the Henryetta Hospital Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and affiliated offerings, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Ashley L

Series 66

Henryetta, OK

Edward Jones

Ashley Lirette is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, she worked for nine years at First Family Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner

Emily O

Series 66

Okmulgee, OK

Edward Jones

Emily Oldham is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, she was involved in small business and farming ventures, including co-owning O-Bar Farms. She is also active in her community, serving on the Okmulgee County Fair committee and the Okmulgee Main Street Economic Vitality Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner

James R

CFP®, Series 66

Okmulgee, OK

Edward Jones

James Remington is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy Retired Founder/Business Owner Executive

James A

Series 66

Okmulgee, OK

Edward Jones

James Allred Jr. is a financial advisor at Edward Jones in Okmulgee, Oklahoma, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to this, he worked with the Muscogee (Creek) Nation and Landes Engineering. Outside of his advisory role, he serves as Vice-President of Morris Public Schools and owns cattle and trucking businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")