Oklahoma City

Merrill Lynch Wealth Management Office
211 North Robinson
Suite 1800
Oklahoma City, OK 73102
405.270.1863
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Oklahoma City
Merrill Lynch Wealth Management
Advisors at This Location
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Lister McDonald Group
Merrill Lynch Wealth Management
405.270.1825
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Merrill Lynch Wealth Management
405.270.1863
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Merrill Lynch Wealth Management
405.270.1868
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Senior Vice President, Financial Advisor
405.270.1809
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Senior Vice President, Wealth Management Advisor
405.270.1856
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First Vice President, Senior Financial Advisor
405.270.1862
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Vice President, Senior Financial Advisor
405.270.1819
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First Vice President, Wealth Management Advisor
405.270.1842
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Senior Vice President, Senior Financial Advisor
405.270.1912
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Merrill Financial Solutions Advisor
NMLS #2524311
405.270.1806
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Vice President, Senior Financial Advisor
405.270.1859
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.