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Dustin Stanton

Advisor at Morgan Stanley

Updated today

Location

Duncan, OK 73533

Credentials

Series 63, Series 65

Industry experience

23 years

About

Dustin Stanton is a financial advisor with Morgan Stanley in Duncan, Oklahoma, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, Stanton operates a sole proprietorship unrelated to investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both advisory and brokerage services.

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

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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

2270 N. Hwy 81, Suite 112

Duncan, OK 73533

Most active in

Oklahoma · Texas

Work history

Morgan Stanley Smith Barney LlC

2023 - Present (3 years)

Morgan Stanley Private Bank, N.A.

2023 - Present (3 years)

Morgan Stanley Smith Barney LlC

2023 - Present (3 years)

Bank Of America, N.a.

2011 - 2023 (12 years)

Merrill

2005 - 2023 (18 years)

Disclosures

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

Business activities & affiliations

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Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in the financial industry. He is currently with Second Line Capital, LLC and has previously worked at Capstone Triton Financial Group LLC, Hbwadvisory Services LLC, and LPL Financial, LLC. Outside of his advisory work, he is the owner and manager of Combest Land and Cattle Company, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, and provides both discretionary and non-discretionary investment management across various asset types.

Wealth management Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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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 Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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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
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Kevin W

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Kevin Womack is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience, including time at Securities America, Inc. Outside of his advisory role, he assists his brother’s cable installation business as a contract technician. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base through a representative-driven model, offering managed accounts, financial planning, retirement consulting, and access to a broad range of investment strategies and platforms.

Annuities
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Robert A

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Robert Armstrong is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Arbor Point Advisors and Securities America Inc. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the local Schools Foundation and Chamber of Commerce. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities
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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
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