Tulsa, OK Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$57,620,221
ClientsTotal clients
157
AdvisorsAdvisors at this office
2
Of 4 advisors across 2 offices
Location
9315 S Toledo Ave., Ste. A
Tulsa OK 74137
Advisors at this office
2
Advisors at this office
Marilee L
CFP®, Series 66
Tulsa, OK
Greystone Capital Partners Group LLC
Marilee Lonergan is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Greystone Capital Partners Group LLC, where she has been since 2025, following a long tenure at EQUITABLE ADVISORS, LLC and Axa Advisors, LLC. Lonergan serves as president and agent of the Benefits Planning Group and is the treasurer of the Tulsa Estate Planning Forum. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by providing financial planning, investment and wealth management, and retirement plan consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary services, including the selection and monitoring of independent managers.
Zachary L
Series 63, Series 65
Tulsa, OK
Greystone Capital Partners Group LLC
Zachary Lonergan is a financial advisor at Greystone Capital Partners Group LLC in Tulsa, OK, with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Lonergan also provides insurance advice as a licensed fixed insurance agent. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by offering financial planning, investment and wealth management, and retirement plan consulting. The firm uses a multi-disciplinary investment approach based on Modern Portfolio Theory and works with clients on both discretionary and non-discretionary bases.
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