Cpl Wealth Management & Associates Team Photo
CPL Wealth Management & Associates
Merrill Lynch Wealth Management
6100 South Yale Ave
Suite 1500 & 1650
Tulsa, OK 74136
(918) 496.7405
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CPL is proud to be named to the 2024 Forbes “Best-in-State Wealth Management Teams” list*.  We provide simplified answers for clients with significant wealth through highly customized financial strategies.  Using a collaborative approach, our multi-generational group identifies, defines, measures and helps fulfill the financial goals of every client. (*Published on January 9, 2024. Rankings based on data as of March 31, 2023.)
CPL Wealth Management & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, our team can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Cpl Wealth Management & Associates Team Photo
CPL Wealth Management & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us

Operating as a multi-generational wealth management group within Merrill, backed by the full resources of the Firm, CPL Wealth Management & Associates provides sophisticated and highly customized financial strategies for clients with significant wealth. Using a collaborative approach, the team discusses each client's circumstances, challenges and aspirations by sharing diverse perspectives and skills.

The group works with corporate executives, business owners, non-profits/foundations, and affluent families to foster lasting wealth from generation to generation. Frequently serving clients during personal and professional transitions - including business sales, retirement, and additions to families – the team has the experience to help clients through these life events.

Meet Our Team
Daniel Prather,

ChFC®, CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
918.586.8014
Terry Collier,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
918.496.7405
Amber Collier,

CFP®, CPFA™

Vice President, Wealth Management Advisor
918.493.7753
Ashton Gunter
Assistant Vice President, Senior Financial Advisor
918.493.7766
Ashley Lowe
Officer, Wealth Management Client Associate
918.586.8165
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.
Tyson M Hickle
Wealth Management Banking Specialist
Merrill
Terry Daniel Fowler
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #565738
Marcus Burns
Wealth Management Banking Specialist
Merrill
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.

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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.