Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Truly Integrated Wealth Management

The Dutton, Doty, and Joiner Group helps with the complexities of managing significant wealth by freeing you from the burdensome day-to-day management of your investments. Our experience in serving individuals, families, and businesses enables you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

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    Financial Planning

    Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.

    Morgan Stanley Goals-Based Wealth Management
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    Investment Advisory

    Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platform.

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    Insured Solutions

    As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.

    Morgan Stanley Insured Solutions
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    Portfolio Risk Platform

    Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.

    Portfolio Risk Platform
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    Cash Management and Lending Solutions

    At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.

    Explore the Full Suite of Offerings
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    529 Education Savings Plans

    529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.

    529 Plan Options at Morgan Stanley
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    Total Tax 365

    Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.

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Workplace Financial Benefits

Our mission is to help your company elevate your workplace financial benefits - helping you to attract and retain top talent. We specialize in providing tailored solutions that can enhance your operational efficiency and drive growth. Our team of experts is committed to delivering high-quality services that align with your strategic objectives.

    Helping Your Business Thrive

    At Morgan Stanley, we've spent over 85 years investing in industry leading corporate solutions to help our clients unlock untapped potential and foster growth. Our integrated approach aligns with your business objectives, leveraging our expertise to deliver strategic, impactful solutions in a dynamic business landscape.

    Our workplace financial solutions deliver powerful tools, guidance and education to help your company and your employees thrive.

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    Retirment

    For your employees, retirement is more than a date in the future - it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight
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    Deferred Compensation

    Stay competitive with a Nonqualified Deferred Compensation plan – a workplace benefit to help recruit, retain and reward executives. Through a Nonqualified Deferred Compensation (NQDC) plan, your executives can save for the future and have the ability to take advantage of Morgan Stanley Wealth Management services.

    Access a range of Nonqualified Deferred Compensation (NQDC) services or pick the ones that best fit the needs of you and your employees.

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Advantages for Your Company

    We believe that when employees thrive, their companies do too. Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.

    Employees value workplace benefits and want support from employers to make the most of them1. Our end-to-end offering helps you to deliver on these expectations.

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Client Resources

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At Morgan Stanley, clients come first. We help individuals, families and business manage achieve their goals. Morgan Stanley provides a variety of resources for clilents to help them manage their investments and financial planning.

Thoughts on the Market Podcast

Short, thoughtful takes on recent events in the market, every weekday from a variaty of perspectives within Morgan Stanley.

Podcast
Morgan Stanley Online

Life is complicated. Our digital experiences make it easy to manage your money 24/7. from your desktop, tablet or phone. Access your accounts, view statements, and manage your investments through Morgan Stanley Online portal. This platform provides tools and resources fo tracking financial goals and performance.

More Information
Cyber Seurity

Safeguarding your assets and information is one of our highest priorties, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.

Learn More About Online Security
Morgan Stanley Reserved | Living & Giving

Clients with one million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts as well as thought leadership content on a variety of lifestyle and personal financial topics.

Learn More

Resources for the Next Generation

Managing your family's wealth is so much more than simple reaching a desired return. Below are a list of resources to your family feel confident about saving and investing.

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    The Millennial and Gen Z Guide to a Sweet Retirement

    How the power of time can help savvy young investors grow an impressive portfolio.

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    Teaching Teens About Money

    Here's how to help your children or grandchildren learn to manage their own finances as the grow into young adults.

    Read More
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    Wealth Education for the Next Generation: Web Series

    This replay session is an introduction to personal finance with a focus on beginning to build a strong financial foundation. The discussion centers around goal setting, cash flow, budgeting and saving strategies and the power of compounding interest.

    Read More
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    The State of Your Parent's Estate

    Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parent's plan.

    Read More

Location

6305 Waterford Blvd
Suite 240
Oklahoma City, OK 73118
US
Direct:
(580) 931-2452(580) 931-2452
2828 W University Blvd
Suite 118
Durant, OK 74701
US
Direct:
(580) 931-2454(580) 931-2454

Meet Dutton, Doty & Joiner Group

About Ronnie Dutton

Securities Agent: AZ, MS, CO, LA, IA, CA, WI, TX, IN, VA, UT, TN, OK, FL, NC, AR, AL, AK, WA, SC, NV, KS, IL; General Securities Representative; Investment Advisor Representative

About Meredith Doty

Meredith is a Financial Advisor and Corporate Retirement Director who joined Morgan Stanley in June 2025. Meredith holds the CERTIFIED FINANCIAL PLANNER® certification through the Certified Financial Planner Board of Standards, Inc. Prior to Morgan Stanley, Meredith was a Wealth Management Advisor at Merrill Lynch, joining Merrill in 2003. Meredith worked at Strong Financial Corporation in Menomonee Falls, WI for over three years prior to Merrill. There she completed Strong's leadership development program in their retail client service division and served as a Media Relations Specialist where she worked with Strong's CEO group, portfolio managers, and department leaders in attaining media coverage of Strong, its products, services, and experts in print, television, and radio.

Meredith was born and raised in Denison, TX and is a graduate of Denison High School. She graduated cum laude with a Bachelor's of Business Administration degree from Texas Christian University with a major in finance and a minor in music.

Meredith lives in Denison with her husband, Trey, and their two children, Lucy and Evan. She is an active member of First Christian Church and the Denison High School Parent Teacher Organization, where she currently serves as President. She is also a Board Member of Denison Performing Arts, Inc. and a member of the Denison Rotary Club. Meredith is a past President of the Denison Development Foundation, Denison Performing Arts, Inc., and Denison Rotary Club. Meredith enjoys playing the piano and staying active through exercise, water and snow skiing.
Securities Agent: WI, UT, TX, LA, OK, IN, FL, AL, NC, CO, CA, AZ, VA, NV, AK, KS, WA, MS, IL, IA, SC, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1444741

About Joseph Joiner

Securities Agent: KS, CO, TX, AK, VA, MS, WI, AL, LA, NC, CA, AZ, FL, SC, OK; BM/Supervisor; General Securities Representative; Investment Advisor Representative

About Christina Blythe

Christina has lived in the DFW metroplex for over 25 years. She has been in the financial industry since 1999 and joined Morgan Stanley in 2025. She received her BA in Marketing from Texas Tech University and her MBA from the University of New Mexico. In her free time, she enjoys hiking, reading, and cooking.

With a strong foundation in financial services and a passion for continuous improvement, Christina focuses on identifying services and strategies that align with clients' needs, striving to enhance the overall client experience. Her mission is delivering exceptional client service and operational integrity.
Wealth Management
From Our Team

Making the Most of Your Retirement Savings


Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Retirement for Plan Sponsors

End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
  • Plan Evaluation
  • Investment Management
  • Plan Management Support
  • Plan Participant Education
Small Business Retirement Plans
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Small Business Retirement Plans

Learn about retirement plans for smaller businesses and how to select the right type for you and your employees. Compare SEP or SIMPLE IRAs vs 401(k)s.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Dutton, Doty & Joiner Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

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5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)