About Us

Services Include
  • Retirement Planning1
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

117 West 5th St
Suite 200
Bartlesville, OK 74003
US
Direct:
(918) 586-7043(918) 586-7043

Meet The Graves Spaeth Group

Photo of Jack Graves

Jack Graves

Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director

Phone:
(918) 586-7026(918) 586-7026

About Me

Jack W. Graves is an Executive Director, Financial Advisor, and Senior Portfolio Management Director with Morgan Stanley* in Tulsa, Oklahoma.  He has been in the Investment and Securities Industry for 26 years, the last 6 years with Morgan Stanley* and its predecessor firms.

He is the Senior Partner of the Graves Spaeth Group at Morgan Stanley* which is made up of 4 investments professionals. The team focuses on custom personal portfolio management with an emphasis on assisting clients with obtaining and maintaining their retirement goals and objectives.

Mr. Graves graduated from the University of Oklahoma in 1983 with a BBA in Finance.  He was appointed by Governor Keating to serve on the Oklahoma Housing Finance Authority, has served as Chairman of the GRDA Lakes Advisor Commission, Trustee for Northeast Rural Electric Cooperative, South Grand Lake Area Chamber of Commerce, Chairman of the Board for Wright Christian Academy, plus local Rotary and Lions Club.

His hobbies include farming, blue water sailing, scuba diving, private aviation, skeet and sporting clays, as well as classic auto restoration.

He and his wife, Denda, have been married 23 years and have three children still in the home.  They live on their family farm near Inola, Oklahoma.
Securities Agent: TX, OK, WY, WI, WA, VI, VA, UT, TN, RI, PA, OR, OH, NV, NM, NE, NC, MT, MO, MI, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DC, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1446168

About Me

Mark Spaeth is a Certified Portfolio Manager CPM®, Vice President and Senior Portfolio Manager.  He works with portfolio strategy, implementation and planning.  Mark has been engaged in the financial services industry since 1994, joining the predecessor firm of Morgan Stanley in 2006.

Prior to 1994 Mark was a practicing attorney in Oklahoma City.  Mark graduated with a BBA, emphasis in Finance, from the University of Oklahoma in 1984 and received his J.D. from the OU College of Law in 1988.  He is an alumnus of the Graduate School of Banking at Boulder, Colorado.

In May of 2011, Mark completed training at Columbia University to earn his Certified Portfolio Manager designation.  This accreditation is centered on the quantitative aspects of portfolio management and knowledge of capital markets.

Mark and his wife, Shelley, have two children and live in Tulsa.
Securities Agent: TX, OK, WY, WI, WA, VI, VA, UT, TN, OR, OH, NV, NM, NE, ND, NC, MT, MO, MI, MD, LA, KY, KS, IN, IL, ID, IA, GA, FL, DC, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1295542

About Me

Lorie is the Senior Client Service Associate for the Graves Spaeth Group at Morgan Stanley*. Lorie started in the Securities Industry in 1982 and with Jack W. Graves in 1993.  She has the valued experience of working in many areas of the Industry, from back office operations to full client service.

Lorie’s role is our team’s lead operations associate.   Her direct contact with our clients conveys her belief that by taking the time to understand our clients’ needs, she can provide the service that they are entitled to receive.

Lorie is a native Tulsan who for the last 20 years has lived outside of Collinsville, Oklahoma with her husband, Allen. She enjoys helping Allen in his business of training hunting dogs off horseback.   She and Allen have two daughters.

About Me

Bridgette is a Client Service Associate for The Graves Spaeth Group at Morgan Stanley*.  She started in the Securities Industry in 2007 and joined Morgan Stanley in 2011.  

Bridgette’s role includes marketing for our team.  She is also a Client Service Associate Coach for the Oklahoma Complex where she assists with training new hires and disseminates valuable information to her colleagues.  She graduated from the University of Central Oklahoma a BBA in Finance in 2006.  

Bridgette and her husband, Brian, live in Jenks.  She enjoys riding on the back of their motorcycle and spending time with her family and friends.

Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

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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
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Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Ready to start a conversation? Contact The Graves Spaeth Group today.
Market Information Delayed 20 Minutes
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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