user avatar

Dustin Michael Stanton

Advisor at Morgan Stanley — Duncan, OK

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Duncan, OK 73533

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,178

Across 1,024 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Dustin Stanton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, Stanton owns a sole proprietorship unrelated to investment management. Morgan Stanley Wealth Management is an SEC-registered firm providing a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

See office

Duncan, OK

2270 N. Hwy 81, Suite 112

Duncan OK 73533

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

23 years of industry experience

Morgan Stanley Smith Barney LlC

2023 - Present • 3 years

Duncan, OK

Morgan Stanley Private Bank, N.A.

2023 - Present • 3 years

New York, NY

Morgan Stanley Smith Barney LlC

2023 - Present • 3 years

Oklahoma City, OK

Bank Of America, N.a.

2011 - 2023 • 12 years

Lawton, OK

Merrill

2005 - 2023 • 18 years

Tulsa, OK

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

Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in financial services. He is currently with Second Line Capital, LLC and has prior experience at Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Outside of his advisory work, he manages Combest Land and Cattle Company, LLC, a farming business. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm uses a variety of advisory platforms and offers both discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Kyle C

Series 65

Duncan, OK

Second Line Capital, LLC

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Phillips Capital Advisors, Inc. and T. S. Phillips Investments, Inc. from 2003 to 2024. Outside of his advisory role, Davis serves as the President of the Duncan Public Schools Board and leads the Stephens County Christmas Dinner Committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches across a range of asset classes.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kevin W

Series 66

Duncan, OK

OSAIC Advisory Services, LLC

Kevin Womack is a financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has experience mentoring under a senior advisor while assisting with client account management. Outside of advising, he occasionally provides contract labor as a cable technician for a family business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms.

Annuities
user avatar

Robert A

Series 66

Duncan, OK

OSAIC Advisory Services, LLC

Robert Armstrong is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously spent nine years at Arbor Point Advisors and Securities America Inc. Armstrong serves as the mayor of Duncan, Oklahoma, and holds board membership roles with local nonprofit and community organizations, including the Duncan Chamber of Commerce and the Schools Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Annuities
user avatar

Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of 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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")