Oklahoma City, OK Office

Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.

Joey Sager is a financial advisor with Venturi Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a director of The Sirloin Club of Oklahoma, which sponsors and supports youth activities, and is a member of the board of directors for INTEGRIS Health, a healthcare system. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management supported by an internal Investment Committee and integrates traditional wealth management with family office and CFO services.

Jay Willcox is a CFP® with 16 years of industry experience, currently serving at Venturi Private Wealth since 2022. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Investment Services, and Harrison Henderson. Based in Oklahoma City, OK, he holds Series 63 and Series 66 licenses. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, and various organizations. The firm employs a tailored investment approach utilizing mutual funds, ETFs, individual securities, and private placements, supported by an internal Investment Committee and integrated family office/CFO services.