Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Portfolio Management Director, Alternative Investments Director, Lending Specialist, Workplace Advisor - Equity Compensation
Phone:
(918) 744-4690(918) 744-4690
Galvin Wolever Davis Wealth Management Group at Morgan Stanley
Direct:
(918) 744-4600(918) 744-4600
Our Mission Statement
Our mission is to help simplify the complex financial lives of our clients by aligning personalized wealth planning and custom investment strategies with their unique visions and core values.
Our Story and Services
As your family grows and your wealth increases, you may face a broader and more complex set of wealth management challenges. The investment choices available to you become more varied and complex and the strategies to efficiently transfer wealth and fulfill your ambitions become increasingly sophisticated.
We help you create and implement a comprehensive multigenerational wealth management plan based on your unique goals and aspirations. We will help you address the complex challenges and embrace the opportunities of your wealth so you can accomplish the things in life that are essential to you.
We help you create and implement a comprehensive multigenerational wealth management plan based on your unique goals and aspirations. We will help you address the complex challenges and embrace the opportunities of your wealth so you can accomplish the things in life that are essential to you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
A Financial Plan Made for You
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley's Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Supporting Our Communities
Our Team is dedicated to giving back to the communities we serve. From volunteering to financial support, we work with organizations that share our mission to make a difference.
Cystic Fibrosis Foundation
The Cystic Fibrosis Foundation is the world's leader in the search for a cure for CF and supports a broad range of research initiatives to tackle the disease from all angles.
Happy Hands Education Center
Since 1994, Happy Hands have empowered children who are Deaf or hard-of-hearing to flourish in school and in life.
A New Leaf
Empowering people with intellectual and developmental disabilities and autism for a brighter future.
Pathways Adult Learning Center
Helping Adults with Intellectual Disabilities Live Happier, Healthier, and More Enriching Lives.
Barnabas Prep
Welcome to Barnabas Prep, located in the vibrant community of Branson, Missouri, where faith meets education in a nurturing environment tailored for individuals with special needs. As a distinguished Special Needs education program, Barnabas Prep goes beyond traditional academics, offering a comprehensive curriculum that encompasses essential life skills, biblical education, job readiness, and interview skills.
The American Red Cross
The American Red Cross Tulsa Area Chapter serves the roughly 1 million residents of Tulsa, Creek, Mayes, Okmulgee, Rogers and Wagoner counties. We shelter, feed, and provide comfort after disasters; supply about 40% of the nation's blood; teach skills that save lives; provide international humanitarian aid; and support military members, veterans, and their families.
Eastern Oklahoma Catholic Charities - Love Changing Lives
Together, we are Love Changing Lives! Every day, our neighbors come to Catholic Charities in search of hope. From pregnancy care to end-of-life care, and everything in between, our 15 programs and 7 locations serve those in need across Eastern Oklahoma.
The Arc of Oklahoma
The Arc of Oklahoma's mission is to promote and protect the human rights of people with intellectual and developmental disabilities (IDD) and actively support their full inclusion and participation in the community throughout their lifetimes.
John 3:16 Mission
John 3:16 Mission endeavors to be the hands and feet of Christ to the homeless, hungry, and at-risk in Tulsa.
Cascia Hall
Cascia Hall is a Catholic, Augustinian, college-preparatory school serving the spiritual, intellectual, personal, social, and physical development of young people from the Tulsa area in grades six through twelve.
BattleCreek Church
No matter your background, we have a spot for you. And whether you're facing life's challenges or celebrating its joys, BattleCreek Church is a sanctuary for imperfect people seeking solace and strength in their faith.
Rotary
Rotary is a global network of more than 1.2 million neighbors, friends, leaders, and problem-solvers who see a world where people unite and take action to create lasting change – across the globe, in our communities, and in ourselves.
Celebrate Recovery
Celebrate Recovery is a safe place to find freedom from your hurts, hang-ups, and habits.
CarePortal
Take meaningful action on the platform that's connecting the largest network of caring people to meet the needs of kids and families in crisis.
Convoy of Hope
As a humanitarian, faith-based organization, Convoy of Hope's goal is to serve people who are impoverished, hungry, and hurting.
Project Rescue
Since Project Rescue was founded in 1997, we've been on a mission to rescue and restore victims of sexual exploitation through the love and power of God
Peace at Home Family Shelter
Peace at Home Family Shelter is a nonprofit organization providing shelter, services, and support to adults and children fleeing domestic violence in Northwest Arkansas. Our mission is to empower survivors to thrive by nurturing their self-determination and courage; and to promote healthy relationships and compassionate communities through education, outreach, and advocacy.
Alpha Delta Pi Foundation
The Alpha Delta Pi Foundation provides emergency grants to members in crisis, scholarships and leadership training for collegiate and alumnae sisters, resources to fight hazing and sexual assault, funding for the preservation of monuments and memorials unique to our history, and so much more.
Location
2200 South Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 744-4600(918) 744-4600
438 Millsap Rd
Ste 100
Fayetteville, AR 72703
US
Direct:
(479) 427-8105(479) 427-8105
2200 N. Rodney Parham Rd
Suite 100
Little Rock, AR 72212
US
Direct:
(479) 427-8105(479) 427-8105
Downtown Bartlesville
Available by Appointment Only
Bartlesville, OK 74003
US
Direct:
(918) 586-7038(918) 586-7038
Meet Galvin Wolever Davis Wealth Management Group
Phone:
(479) 571-6204(479) 571-6204
Phone:
(918) 586-7038(918) 586-7038
Phone:
(479) 571-6201(479) 571-6201
Austin Rickner
Business Development Associate
Phone:
(918) 744-4653(918) 744-4653
Allyson Alexander
Portfolio Associate
Phone:
(918) 744-4620(918) 744-4620
Shelly Smith
Phone:
(479) 571-6233(479) 571-6233
About Jeff Galvin
Jeff Galvin has spent over two decades addressing the complex wealth management needs of a select group of successful corporate executives, highly educated professionals, independent business owners, and institutional clients. He began his career as a Certified Public Accountant in public accounting and industry. In 2000, he established his purpose-driven planning-based wealth management practice at Merrill Lynch and later joined Morgan Stanley Wealth Management and its predecessor firm in 2010.
Based on his successful completion of a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to wealthy individuals, Jeff earned Morgan Stanley’s Family Wealth Director designation in 2017. He has also attained the titles of Workplace Advisor – Equity Compensation, Portfolio Management Director, Alternative Investments Director and Lending Specialist in recognition of his work in those areas on behalf of his clients.
Barron’s recognized Jeff in their 2021, 2022, 2023 and 2024 selection of the nation’s Top 1,200 Financial Advisors. He was also named in Forbes list of Best-In-State Wealth Advisors for Oklahoma in 2018, 2019, 2020, 2021, 2022, 2023 and 2024. These rankings are based on a host of criteria, including firm nomination, years of industry experience, best practices and the value of Individual Assets Under Management.*
Jeff graduated from the Oklahoma State University School of Accounting with a Bachelor of Science degree in Business Administration in 1993. His Professional Affiliations include membership in the American Institute of Certified Public Accountants (AICPA) and Oklahoma Society of Certified Public Accountants (OSCPA). He currently serves as a member of the Cystic Fibrosis Foundation – Eastern Oklahoma Chapter Board of Directors.
2021, 2022, 2023 and 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022, 2023 and 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018, 2019, 2020, 2021, 2022, 2023 and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022, 2023 and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Based on his successful completion of a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to wealthy individuals, Jeff earned Morgan Stanley’s Family Wealth Director designation in 2017. He has also attained the titles of Workplace Advisor – Equity Compensation, Portfolio Management Director, Alternative Investments Director and Lending Specialist in recognition of his work in those areas on behalf of his clients.
Barron’s recognized Jeff in their 2021, 2022, 2023 and 2024 selection of the nation’s Top 1,200 Financial Advisors. He was also named in Forbes list of Best-In-State Wealth Advisors for Oklahoma in 2018, 2019, 2020, 2021, 2022, 2023 and 2024. These rankings are based on a host of criteria, including firm nomination, years of industry experience, best practices and the value of Individual Assets Under Management.*
Jeff graduated from the Oklahoma State University School of Accounting with a Bachelor of Science degree in Business Administration in 1993. His Professional Affiliations include membership in the American Institute of Certified Public Accountants (AICPA) and Oklahoma Society of Certified Public Accountants (OSCPA). He currently serves as a member of the Cystic Fibrosis Foundation – Eastern Oklahoma Chapter Board of Directors.
2021, 2022, 2023 and 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022, 2023 and 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018, 2019, 2020, 2021, 2022, 2023 and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022, 2023 and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: ID, WA, HI, AR, WY, MT, KY, OR, ME, MA, AL, NJ, CT, CO, TX, SC, RI, IL, KS, IN, FL, DC, MI, VA, NV, NM, NE, MO, GA, DE, AZ, TN, NH, MS, MN, UT, OK, LA, CA, AK, WI, PA, OH, NY, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275786
NMLS#: 1275786
About Tad Davis
Tad Davis is a seasoned financial advisor at Morgan Stanley, bringing over a decade of experience in wealth management and financial planning. Known for his strategic insight and personalized approach, Tad has consistently guided his clients towards achieving their financial goals. He specializes in risk-based portfolio construction and retirement planning, ensuring that each client receives tailored advice that aligns with their unique circumstances and aspirations.
Tad has a commitment to continuous learning and professional improvement. He holds a bachelor’s degree in accounting, a master’s degree in teaching and an Ed.S. in leadership. His in-depth knowledge of market trends and economic factors enables him to provide well-informed advice, helping clients navigate the complexities of the financial landscape.
When he is not advising clients, Tad enjoys exploring the outdoors with his family. Whether it is hiking local trails, fly fishing, or family trips to national parks, Tad embraces the opportunity to connect with nature and create lasting memories with his family.
Tad’s expertise, dedication, and client-focused approach have made him a trusted advisor at Morgan Stanley, where he continues to make a significant impact on the financial well-being of his clients.
Tad has a commitment to continuous learning and professional improvement. He holds a bachelor’s degree in accounting, a master’s degree in teaching and an Ed.S. in leadership. His in-depth knowledge of market trends and economic factors enables him to provide well-informed advice, helping clients navigate the complexities of the financial landscape.
When he is not advising clients, Tad enjoys exploring the outdoors with his family. Whether it is hiking local trails, fly fishing, or family trips to national parks, Tad embraces the opportunity to connect with nature and create lasting memories with his family.
Tad’s expertise, dedication, and client-focused approach have made him a trusted advisor at Morgan Stanley, where he continues to make a significant impact on the financial well-being of his clients.
Securities Agent: AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, CA, AK, AL, AR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1298003
NMLS#: 1298003
About Kent Wolever
Kent Wolever began his financial services career in 2007 while a senior at Oklahoma Baptist University (OBU). After graduating OBU with a bachelor’s degree in Finance, Kent and his new bride, Chelsey, moved to Phoenix Arizona during the Great Financial Crisis of 2008-2009 where he worked in the regional headquarters of Edward Jones. The experience of working in various operational divisions as well as advising clients across the country during this unprecedented time, gave Kent the knowledge and experience to deliver distinctive client service. It also gave him the courage to relocate to Bartlesville Oklahoma in 2009 as a Financial Advisor for Edward Jones. Kent built his business with hard work and dedication, meeting many people face to face by simply knocking on their front door.
Kent obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2016 which has allowed him to better serve his clients with holistic planning and tailored wealth management strategies.
After 10 years with Edward Jones, Kent joined Morgan Stanley in 2017 as a Financial Advisor. The opportunity to work for a global financial services firm as well as collaborate with other professionals and veteran advisors was instrumental in his decision to join Morgan Stanley.
When he’s not working, Kent enjoys spending time with Chelsey and their three daughters, Maggie, Eliza, and Amelia. Kent serves alongside his family in their local church and is an active member and Past-President of the Bartlesville Daybreak Rotary Club. Kent also has a love-hate relationship with the wide variety of never-ending projects that can be found around their historic 1929 “fixer upper” in which he and his family call home.
Kent obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2016 which has allowed him to better serve his clients with holistic planning and tailored wealth management strategies.
After 10 years with Edward Jones, Kent joined Morgan Stanley in 2017 as a Financial Advisor. The opportunity to work for a global financial services firm as well as collaborate with other professionals and veteran advisors was instrumental in his decision to join Morgan Stanley.
When he’s not working, Kent enjoys spending time with Chelsey and their three daughters, Maggie, Eliza, and Amelia. Kent serves alongside his family in their local church and is an active member and Past-President of the Bartlesville Daybreak Rotary Club. Kent also has a love-hate relationship with the wide variety of never-ending projects that can be found around their historic 1929 “fixer upper” in which he and his family call home.
Securities Agent: FL, DE, TN, NY, NE, ME, AR, OR, OK, AZ, NV, CA, TX, PA, MT, HI, RI, NJ, NC, MI, KS, ID, NM, LA, IN, IL, DC, AK, VA, MN, MA, UT, OH, GA, CO, AL, WA, SC, CT, WY, MS, MO, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1724232
NMLS#: 1724232
About Alexi Etges
Alexi began her financial services career in banking in 2005. Before joining Morgan Stanley, she worked for nearly 15 years implementing comprehensive fundraising programs for several nonprofit organizations. In 2019, she was drawn to the firm for the opportunity to work alongside her mother-in-law, whose more than 30 years of industry experience provided invaluable mentorship. Alexi is deeply committed to building meaningful client relationships and delivering exceptional service tailored to their unique needs.
Alexi earned a bachelor’s degree in economics from the University of Arkansas and later completed a master’s degree in public administration at Syracuse University. Her educational background and nonprofit work, combined with her dedication to client success, enables her to offer thoughtful and informed financial guidance.
Outside of work, Alexi enjoys an active lifestyle, including biking, hiking, and gardening. She also has a passion for reading and cherishes time with her family, including her two children – a daughter and a son – and the family’s Weimaraner.
Alexi earned a bachelor’s degree in economics from the University of Arkansas and later completed a master’s degree in public administration at Syracuse University. Her educational background and nonprofit work, combined with her dedication to client success, enables her to offer thoughtful and informed financial guidance.
Outside of work, Alexi enjoys an active lifestyle, including biking, hiking, and gardening. She also has a passion for reading and cherishes time with her family, including her two children – a daughter and a son – and the family’s Weimaraner.
Securities Agent: DC, WY, MT, OK, OH, VA, NM, NE, MA, CT, AK, TX, SC, OR, DE, LA, ID, CO, AZ, PA, NV, HI, UT, NH, MS, ME, AL, TN, NY, NC, MO, CA, AR, WI, MN, MI, IN, IL, GA, WA, NJ, KY, KS, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1959847
NMLS#: 1959847
About Austin Rickner
Austin Rickner joined the team in March 2018 and has over a decade of industry experience. Austin focuses on building meaningful relationships with clients and going above and beyond to help meet their needs. Austin is a graduate of Oklahoma State University with a degree in Marketing and holds Series 7, 63, and 65 licenses. When not serving clients, Austin enjoys spending time with his wife and daughter.
About Allyson Alexander
Allyson Alexander brings a wealth of experience in client service including offering assistance with any and all administrative and operational functions. Born in North Dakota and raised in Wyoming, Allyson moved to Oklahoma in 1999 to attend Heartland Baptist in OKC. She began her professional career in Telecommunications and joined Morgan Stanley in 2015. During her Morgan Stanley tenure, she has been recognized by management and peers for her diligence, attentiveness and professionalism. Allyson holds Series 7 and 66 securities licenses. In her free time, Allyson is an avid adventurer who enjoys running, triathlons and backpacking. She also enjoys travel, photography and reading.
About Shelly Smith
Shelly Smith is an experienced Portfolio Associate at Morgan Stanley, with over 20 years of experience in the financial services industry. With a strong focus on operations and client service, Shelly is dedicated to help ensure a smooth and efficient experience for clients while maintaining high operational standards. Outside of work, she enjoys spending time with her rescue dog, Earl.
Contact Jeff Galvin
Contact Tad Davis
Contact Kent Wolever
Contact Alexi Etges
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Lynn King
Family Office Resources Generalist
Joe Saadi
Trust Specialist
Jerry Luckett Jr.
Private Banker
Thomas G Robertson, C(k)P
Managing Director, Private Wealth Management, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director
Vice President, Senior Institutional Consultant, Corporate Retirement Director, Financial Wellness Director
Sam J Valeo, CFP®, CIMA®, CRPS®
Senior Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director
About Lynn King
Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
About Joe Saadi
Joseph Saadi is the Regional Trust Specialist for Morgan Stanley’s Central Region. Within the Trust Services Group, Joe is responsible for delivering the “Open Architecture” trustee platform, which consists of several unaffiliated third-party trust companies who serve in a fiduciary, agency or custodial role for high-net-worth and ultra-high-net-worth families. Joe and the Trust Services Group help Morgan Stanley Financial Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how their corporate trustee partners provide fiduciary services to clients. The process involves reviewing trust documents and statements as well as analyzing family dynamics. Joe then uses this information to help clients select one or more of the Firm’s corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for client trust accounts.
Prior to joining the firm, Joe’s 30 years of legal and comprehensive wealth planning experience include positions as Managing Director at TIAA Trust Company, Market Trust Director at JP Morgan Trust Company, Trust & Estate Specialist at Merrill Lynch Trust Company, and District Attorney General at the Ohio Attorney General’s Office.
Joe obtained his Bachelor of Science in Business Administration degree from John Carroll University and his Juris Doctor from Cleveland-Marshall College of Law. Joe is a member of the State Bar of Ohio and holds his Series 7 and 66 licenses.
Prior to joining the firm, Joe’s 30 years of legal and comprehensive wealth planning experience include positions as Managing Director at TIAA Trust Company, Market Trust Director at JP Morgan Trust Company, Trust & Estate Specialist at Merrill Lynch Trust Company, and District Attorney General at the Ohio Attorney General’s Office.
Joe obtained his Bachelor of Science in Business Administration degree from John Carroll University and his Juris Doctor from Cleveland-Marshall College of Law. Joe is a member of the State Bar of Ohio and holds his Series 7 and 66 licenses.
About Jerry Luckett Jr.
Jerry Luckett Jr. is a Private Banker serving Morgan Stanley Wealth Management offices in Oklahoma, Missouri, and Kansas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
NMLS#: 2109945
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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
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
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
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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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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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.
Ready to start a conversation? Contact Galvin Wolever Davis Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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 and other legal matters.
7Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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 and other legal matters.
7Morgan 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024), 3582895 (6/2024)
