Jelley, Udrisky & Associates

Merrill Lynch Wealth Management

6100 South Yale Ave
Suite 1500
Tulsa, OK 74136
(918) 496.7403
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Jelley, Udrisky & Associates
Merrill Lynch Wealth Management
Welcome

  For more than three decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses. Jelley, Udrisky & Associates is based in Tulsa, OK and understands the style and culture of the American Midwest, but we are active in many other states also and are deeply familiar with the wealth management needs shared by clients across the country. We offer a range of wealth management and investment services that extends well beyond stocks and bonds. Jelley, Udrisky & Associates seeks to earn your trust as your wealth advisor and to implement strategies that are based on our knowledge of you. You are unique—the service you receive should reflect that. In addition to our wealth management services, we also offer access to fiduciary advisor services to companies and institutions regarding their qualified and non-qualified retirement benefit plans. To learn more about these services click here.

Recognition
Steve Jelley
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014, 2016-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Financial Times "FT400", 2017
(Published on March 30, 2017. Rankings based on data as of June 30, 2016.)
Jelley, Udrisky & 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
Our Approach

At Jelley, Udrisky & Associates, we believe in the value of client-specific wealth management strategies. So, getting to know you is crucial as we develop a clear understanding of how you see wealth and investments in the context of your life. We consider several elements of your financial life, including your personality and lifestyle, risk tolerance, time horizon, liquidity needs, your individual, family and professional priorities, and how you interpret the role of wealth.

We follow the Merrill goals-based wealth management process, a disciplined, five-step approach designed to gather vital information about your financial vision, help us focus that vision, organize a useful strategy, and then help us suggest investment portfolios that can fill your needs.

Our investment approach rests on these fundamentals: balance risk and return, and diversify. We strive to help you understand the risks that might affect your investment portfolio or long-term wealth strategy.

Meet Our Team
Steve M Jelley,

ChFC®, CFP®

Managing Director, Wealth Management Advisor
918.496.7407
Steve L Udrisky,

CFP®, CIMA®, CKP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
918.586.8059
Emily Waggoner,

AWMA™

Assistant Vice President, Relationship Manager
918.586.8149
Garrett Jelley
Financial Advisor
918.586.8094
Joel Christner
Financial Advisor
918.586.8152
Ethan Udrisky,

CRPC™

Financial Advisor
918.586.8004
Lynnette Busenburg-Hill
Registered Wealth Management Client Associate
918.496.7403
Jordan Kepford
Wealth Management Client Associate
918.586.8119
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.
Terry Daniel Fowler
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #565738
Tyson M Hickle
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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 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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.