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Joseph Hopkins Joiner

Advisor at Morgan Stanley — Durant, OK West University Blvd

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Durant, OK 74701

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,206

Across 1,019 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Joseph Joiner is a financial advisor with Morgan Stanley in Durant, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. for 18 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses firm-approved tools and models outcomes with the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

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

See office

Durant, OK West University Blvd

2828 West University Blvd, Ste 118

Durant OK 74701

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

33 years of industry experience

Morgan Stanley Private Bank, N.A

2025 - Present • 1 year

New York, NY

MORGAN STANLEY SMITH BARNEY llc

2025 - Present • 1 year

Durant, OK

Merrill

2007 - 2025 • 18 years

Sherman, TX

BANK of AMERICA, N.A.

2007 - 2025 • 18 years

Sherman, TX

A. G. Edwards & Sons, Inc.

2002 - 2007 • 5 years

Sherman, TX

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

Tammy B

Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.

Wealth management General retirement planning Income planning
user avatar

Leah B

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leah Brooks is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Securities America Advisors and Raymond James Financial Services. She serves as President of the Southeastern Oklahoma State University Wesley Foundation and as Secretary of Partners in Education. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining fundamental analysis and Modern Portfolio Theory, managing approximately $314 million in assets across multiple offices.

Wealth management General retirement planning Income planning
user avatar

Jordan H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Jordan Haddox is a financial advisor at Gaddis Premier Wealth Advisors LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors provides discretionary wealth management, portfolio management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, and businesses. The firm uses model-based allocations informed by Modern Portfolio Theory and offers ongoing portfolio monitoring and client communication through its nine-office network.

Wealth management General retirement planning Income planning
user avatar

Roger G

CFP®, Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Roger Gaddis is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Gaddis Premier Wealth Advisors LLC, where he has worked since 2022. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Linsco/Private Ledger Corp. Outside of advisory work, Gaddis serves on several advisory boards, including Good News Publishing and the Boy Scouts Arbuckle Council, and holds a board position at Union Mutual Insurance Co. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, and applies fundamental analysis alongside Modern Portfolio Theory to develop allocation models tailored to client goals.

Wealth management General retirement planning Income planning
user avatar

Derek H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Derek Hines is a financial advisor at Gaddis Premier Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Kestra Advisory Services, and Private Client Services. Outside of his advisory role, Hines serves as President of Durant Trails and Open Space, a nonprofit focused on outdoor activities and trail maintenance, and is Executive Pastor at Victory Life Church in Durant, OK. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining low-cost mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term orientation.

Wealth management General retirement planning Income planning
user avatar

Leigh G

Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.

Wealth management General retirement planning Income planning
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