John Cary III, CFA®
Managing Director, Financial Advisor, Senior Portfolio Management Director
Phone:
(918) 744-4619(918) 744-4619
John W Cary, CFA®
Managing Director, Wealth Management,
Senior Portfolio Management Director
Direct:
(918) 744-4619(918) 744-4619
Toll-Free:
(800) 234-5515(800) 234-5515
My Mission Statement
The Cary Group
Working with individuals, families, and organizations to preserve and grow wealth for long-term goals
Working with individuals, families, and organizations to preserve and grow wealth for long-term goals
About
The Cary Group is a team of eight financial professionals. We are committed to helping clients seek to preserve and grow wealth for generations through comprehensive wealth management strategies.
We offer portfolio management, financial planning, retirement guidance, cash management and lending solutions and other financial needs with the appropriate professionals.
Our mission is to provide guidance, simplify our clients' lives, and help achieve their financial goals with unwavering integrity and professionalism.
We offer portfolio management, financial planning, retirement guidance, cash management and lending solutions and other financial needs with the appropriate professionals.
Our mission is to provide guidance, simplify our clients' lives, and help achieve their financial goals with unwavering integrity and professionalism.
Securities Agent: NE, NY, FL, MA, LA, AZ, MT, KS, CO, CA, SC, OR, GA, NC, MO, AR, OH, MD, IA, TX, OK, MI, NJ, WV, TN, MN, IN, IL, ID, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- Chartered Financial Analyst™ (CFA®)
- J.D. - University of Tulsa College of Law Tulsa, OK
- M.B.A. - Oklahoma City University Graduate School of Business Oklahoma City, OK
- B.A. - University of Oklahoma Norman, OK
- Series 7, 63, 8, & SIE Licensed
Experience
1990 - Present: Morgan Stanley*
Senior Vice President
Senior Portfolio Management Director
Tulsa, OK
1983 - 1990: Paine Webber, Inc.
Associate Branch Office Manager
Vice President Investments
Tulsa, OK
Dallas, TX
Oklahoma City, OK
1979 - 1983: E.F. Hutton & Co.
Investment Executive
Oklahoma City, OK
Senior Vice President
Senior Portfolio Management Director
Tulsa, OK
1983 - 1990: Paine Webber, Inc.
Associate Branch Office Manager
Vice President Investments
Tulsa, OK
Dallas, TX
Oklahoma City, OK
1979 - 1983: E.F. Hutton & Co.
Investment Executive
Oklahoma City, OK
Associations
- Oklahoma Business Roundtable
- NASD Board of Arbitrators Securities Arbitrator - 1997-2002
- Oklahoma Society of Financial Analysts, Past President
- Adjunct Professor of Finance and Guest Lecturer, The University of Tulsa & Oklahoma City University
- Member, Air Force Association
- Member, Institute of Chartered Financial Analyst™s
- Member, American Economic Association
Honors and Recognition
• 2020/2021 Forbes Best-In-State Wealth Advisors
• 2020 Barron's Top 1200 U.S. Financial Advisors
• 2019 Barron's Top 1200 U.S. Financial Advisors
• 2014 Financial Times Top 400 Financial Advisors in US
• 2012 Barron's Top Financial Advisors
• 2010 Research Magazine Financial Advisor's Hall of Fame
• Selected 2010 Best Financial Advisors for Doctors
• 2009 Barron's Top 1000 Financial Advisors
• Oklahoma Magazine 2008 Top Financial Advisor
• Member - Barron's Winner's Circle 2007
• Recipient - 2006 Smith Barney Houseman Award for commitment to his clients, colleagues and community
*2020-2021 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
*2019-2020 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 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
*Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2012) Data compiled by Barron's based on time period from Sept 2010 - Sept 2011.
*Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
• 2020 Barron's Top 1200 U.S. Financial Advisors
• 2019 Barron's Top 1200 U.S. Financial Advisors
• 2014 Financial Times Top 400 Financial Advisors in US
• 2012 Barron's Top Financial Advisors
• 2010 Research Magazine Financial Advisor's Hall of Fame
• Selected 2010 Best Financial Advisors for Doctors
• 2009 Barron's Top 1000 Financial Advisors
• Oklahoma Magazine 2008 Top Financial Advisor
• Member - Barron's Winner's Circle 2007
• Recipient - 2006 Smith Barney Houseman Award for commitment to his clients, colleagues and community
*2020-2021 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
*2019-2020 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 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
*Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2012) Data compiled by Barron's based on time period from Sept 2010 - Sept 2011.
*Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
Location
2200 S Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 744-4619(918) 744-4619
Toll-Free:
(800) 234-5515(800) 234-5515
Fax:
(918) 744-4600(918) 744-4600
9665 Wilshire Blvd
Suite 600
Beverly Hills, CA 90212
US
Meet My Team
Emily Cary
Executive Director, Financial Advisor, Senior Portfolio Management Director
Phone:
(918) 744-4677(918) 744-4677
John Cary Jr.
Vice President, Financial Advisor, Portfolio Management Director
Phone:
(918) 746-4810(918) 746-4810
Alex Field
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(918) 744-4659(918) 744-4659
Chris Cary
Financial Advisor
Phone:
(918) 744-4673(918) 744-4673
Anje Williams
Director of Business Strategy
Phone:
(918) 746-4816(918) 746-4816
Jana Janowski
Client Service Associate
Phone:
(918) 744-4627(918) 744-4627
Alexa Sullivan
Registered Client Service Associate
Phone:
(918) 744-4671(918) 744-4671
About John Cary III, CFA®
Securities Agent: NE, NY, FL, MA, LA, AZ, MT, KS, CO, CA, SC, OR, GA, NC, MO, AR, OH, MD, IA, TX, OK, MI, NJ, WV, TN, MN, IN, IL, ID, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Emily Cary
Securities Agent: CO, TN, LA, MA, PA, FL, AZ, AR, AK, WI, NY, MD, TX, SC, OH, MN, IA, WA, OK, VA, MT, KS, IL, ID, GA, CA, NE, NC, IN, WY, MO, OR, MI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About John Cary Jr.
Securities Agent: ID, AZ, MA, MT, IL, FL, TN, TX, NY, MO, LA, CA, WI, SC, OR, OK, NC, MD, KS, GA, WY, VA, PA, OH, WA, IN, AR, AK, NE, CO, MN, MI, IA; General Securities Representative; Investment Advisor Representative
About Alex Field
Securities Agent: MT, AK, AL, AR, AZ, CA, CO, CT, DC, FL, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY, GA; General Securities Representative; Investment Advisor Representative
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact John W Cary today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
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)
