Tulsa Wealth Advisors Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

We help you pursue your life and financial goals with greater clarity and confidence by promoting individualized strategies to help you attain new and greater success, enjoy your life more fully and build a lasting legacy.
The Tulsa Wealth Advisors team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals.

Tulsa Wealth Advisors is An Independent Firm.  Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Raymond James financial advisors may only transact business in states where they are registered. 
Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of 
personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. 
Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor
any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection 
or use of information regarding any websites's users and/or members.

Find Tulsa Wealth Advisors employees' phone numbers or email addresses

Tulsa Wealth Advisors Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Tulsa Wealth Advisors's Leadership

  • Stylized image of a person
    A. S.
    Chief Investment Officer
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  • Stylized image of a person
    J. R.
    Vp Of Business Development & Marketing
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  • Stylized image of a person
    K. V. D.
    Co-Branch Manager At Tulsa Wealth Advisors
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  • Stylized image of a person
    C. B.
    Executive Assistant
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  • Stylized image of a person
    A. M.
    Executive Assistant
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  • Stylized image of a person
    D. M.
    Investment Management Consultant
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  • Stylized image of a person
    A. S.
    Financial Advisor
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  • Stylized image of a person
    J. S.
    Certified Financial Plannerâ
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Tulsa Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Tulsa Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Chief Investment Officer
    Phone icon
    United StatesOklahoma
    Sep 08, 2025
  • Stylized image of a person
    J. R.
    Vp Of Business Development & Marketing
    Phone icon
    United StatesOklahoma
    Feb 17, 2026
  • Stylized image of a person
    K. V. D.
    Co-Branch Manager At Tulsa Wealth Advisors
    Phone icon
    United StatesOklahoma
    Oct 17, 2025
  • Stylized image of a person
    C. B.
    Executive Assistant
    Phone icon
    United StatesOklahoma
    Feb 16, 2026
  • Stylized image of a person
    A. M.
    Executive Assistant
    Phone icon
    United StatesOklahoma
    Oct 21, 2025
  • Stylized image of a person
    D. M.
    Investment Management Consultant
    Phone icon
    United StatesOklahoma
    Dec 04, 2025
  • Stylized image of a person
    A. S.
    Financial Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Certified Financial Plannerâ
    Phone icon
    United StatesOklahoma
    Oct 17, 2024

Frequently Asked Questions

What is Tulsa Wealth Advisors known for?

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Tulsa Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 1375 East 71st Street Tulsa, Oklahoma 74136 United States. Explore Tulsa Wealth Advisors's company overview page for more information.

What is Tulsa Wealth Advisors's most common email format?

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Tulsa Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tulsa Wealth Advisors email formats with LeadIQ.

How many employees does Tulsa Wealth Advisors have currently?

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Tulsa Wealth Advisors has approximately 4 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Tulsa Wealth Advisors's key employees and leadership?

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As of April 2026, Tulsa Wealth Advisors's key employees include:

  • Chief Investment Officer: A. S.
  • Vp Of Business Development & Marketing: J. R.
  • Co-Branch Manager At Tulsa Wealth Advisors: K. V. D.
  • Executive Assistant: C. B.
  • Executive Assistant: A. M.

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