Lister McDonald Group's focus is to empower clients with personalized wealth management strategies that are designed to grow, protect, and preserve financial legacy–delivered with integrity, expertise, and care.

Lister McDonald Group

Merrill Lynch Wealth Management

211 North Robinson

Suite 1800

Oklahoma City OK 73102

(405) 270.1825

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WelcomeRecognitionAbout UsMeet Our TeamInsightsAbout Merrill

Welcome

The Lister McDonald Wealth Management Group helps individuals and families navigate financial complexity with discipline and long-term planning.
We are an experienced, team‑based practice grounded in integrity. Our approach is goals‑based, thoughtful, and designed to endure market cycles so clients can focus on what matters most.

Recognition

Jenee N Lister

Senior Vice President, Senior Consultant

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America's Top Women Wealth Advisors", 2020-2021

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America's Top Women Wealth Advisors", 2020-2021

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Working Mother's "Top Wealth Adviser Moms", 2019-2020

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Show more recognition

Jenee N Lister

Senior Vice President, Senior Consultant

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America's Top Women Wealth Advisors", 2020-2021

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America's Top Women Wealth Advisors", 2020-2021

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Working Mother's "Top Wealth Adviser Moms", 2019-2020

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Jeff McDonald

Senior Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Lister McDonald Group

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Our Philosophy

We believe trust is earned through experience, consistency, and careful listening.

Our process begins with understanding each client's goals, values, and responsibilities. From there, we deliver goals‑based strategies designed to provide structure during uncertainty and flexibility as life evolves.

We lead with integrity, communicate clearly, and measure success by the strength and longevity of our client relationships, not short‑term market outcomes.

Meet Our Team

Jenee N Lister,

CIMA®

Senior Vice President, Senior Consultant

405.270.1905

Jeff McDonald,

CEPA®, CPFA®

Senior Vice President, Senior Financial Advisor

405.270.1886

Preston Riley Cowan,

AAMS™, CFP®

Wealth Planner

405.270.1901

Julie L Selig

Assistant Vice President, Wealth Management Associate

405.270.1825

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Reggie Johnson

Structured Credit Executive

Bank of America, N.A.

Marcus Burns

Wealth Management Banking Specialist

Merrill

Terry Daniel Fowler

Wealth Management Lending Officer

NMLS #565738

Bank of America, N.A.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.