Wealth Oklahoma

Susan Mcdonald is a CFA® charterholder with 15 years of industry experience. She is currently with Wealth Oklahoma and has worked at Stolper Asset Management since 2010. Outside of finance, she owns Perceval Books LLC, an online reselling business specializing in pre-owned clothing and goods. Wealth Oklahoma provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts, estates, foundations, and corporate entities. The firm uses a fundamental securities analysis approach and active management across multiple strategies, delivering advisory services exclusively through asset-based wrap programs.

Allison Stolper is a financial advisor at Wealth Oklahoma with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and BOK Financial. She is currently participating in the Advisor Mastery Program to develop expertise in client relationship management, portfolio management, financial planning, and business development. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm uses a fundamental securities analysis approach across six actively managed strategies and offers advisory services exclusively through discretionary wrap-fee programs administered with Raymond James.

Saletha Fuller is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wealth Oklahoma and has previously worked at Raymond James Financial Services, Bruns Fuller Financial, Investacorp Advisory Services, and UBS Financial Services. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm employs a fundamental securities analysis approach across six actively managed strategies and offers services exclusively through discretionary wrap-fee programs administered with Raymond James.

Jon Stolper is the CEO of Wealth Oklahoma and holds Series 63, 65, and 66 licenses. He has 42 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. and Stolper Asset Management. He serves on the investment committees for Holland Hall School and the Temple Israel Foundation, where he is also president, and is a partner in a family investment club. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities. The firm oversees approximately $356 million in assets using fundamental securities analysis across six actively managed strategies, emphasizing discretionary management through wrap-fee programs administered with Raymond James.