Tulsa, OK Office

Robert Reed is a financial advisor with Ameritas Advisory Services, LLC in Tulsa, OK. He holds a Series 66 credential and has been working in the industry since 2023. Reed is also involved in coaching individual baseball instruction for local youth. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Michael Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked extensively with Ameritas and its affiliates since 2024 and previously spent nine years at Hornor Townsend & Kent Inc and 24 years at Penn Mutual Life Insurance Co. Smith also owns Abundant Life Wealth Strategies, where he is involved in insurance services and client insurance coverage. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various investment programs and uses model portfolios, mutual funds, ETFs, and individual securities, supported by multiple technology platforms and operational practices designed to optimize portfolio management.

Jason Ward is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and offering 29 years of industry experience. He is currently owner and managing principal of Midtown Wealth Management, LLC, where he works with clients on fixed insurance products to protect families and businesses. Ward has held positions with several firms, including Ameritas Investment Company and Securian Financial Services. Outside of his advisory roles, he is licensed as a real estate agent with Chinowth and Cohen Realtors and occasionally assists in real estate activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Quinton Storm is a Series 66 licensed financial advisor with six years of industry experience, currently with Ameritas Advisory Services, LLC in Tulsa, OK. He is also the owner of Storm Capital LLC, an insurance brokerage firm, and is involved with Midtown Wealth Management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions across discretionary and non-discretionary programs.