Morgan Martin

Morgan was recently named to the Forbes "Top Next-Generation Wealth Advisors Best-in-State" list (published August 8, 2024; rankings based on data as of March 31, 2024).  Holding the CERTIFIED FINANCIAL PLANNER®, CFP® certification and the Certified Investment Management Analyst® (CIMA®) designation, he works with individual wealth management clients as well as institutions.  As a Designated Merrill Institutional Consultant he is amongst a select group of advisors providing consulting services to institutions, companies, 401Ks, pension plans, non-profits, and family offices.  A graduate of the University of Oklahoma, he studied finance, international business, and Chinese.  As a lifelong Tulsan, he is actively involved in the community, having served as president of the board of directors for the Crosstown Learning Center and as a member of the Cascia Hall Alumni Association board. Outside of work, he enjoys competing in triathlons and endurance events and spending time with his wife, Macey, their daughter, Maguire, and their son, Miller.

Merrill Institutional Consulting™ (MIC) is part of the Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp"), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or Merrill) who can provide brokerage or investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’ obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. 
 
MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.