Large-firm financial advisors in Ada, OK

Russell Allen is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Vision Investment Services. Outside of his advisory role, he is involved in managing retail and real estate businesses in Ada, Oklahoma, and Angel Fire, New Mexico. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations through a centralized consulting team.

Robin Jolly is a Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Jolly, Robin K, an independent firm based in Sulphur, Oklahoma. Jolly has a background in public accounting, owning and operating Robin K Jolly CPA, PLLC, which provides financial statement preparation, payroll, and income tax services. Jolly, Robin K offers financial planning and investment consulting primarily to individuals, high-net-worth clients, and trusts. The firm provides advice through confidential consultations and refers clients to third-party investment advisers for asset management and custody, maintaining a fiduciary approach without directly managing client assets.

Phillip Hart is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with First Command Advisory Services in Ada, Oklahoma. He has been with First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning since 2016. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffrey Mcloud is the sole advisor at McCloud Advisory Services LLC in Ada, Oklahoma, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Securities America Advisors and multiple McCloud-affiliated firms. In addition to advisory work, he is an insurance agent offering insurance products to clients. McCloud Advisory Services primarily refers clients to third-party investment managers and provides educational newsletters and public workshops for individual and business clients. The firm does not directly manage portfolios but supports client education through its newsletters and workshops.

Trent Tidwell is a financial advisor with Edward Jones in Ada, Oklahoma, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2015. Outside of advisory services, he maintains a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.