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- Education Funding Strategies1
211 NORTH ROBINSON
OKLAHOMA CITY, OK 73102
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Mr. Jack Edward Wheeler, Jr. brings a well distinguished background to the Oklahoma City Merrill Lynch complex. For several years, Mr. Wheeler has served both as an Attorney and a Financial Advisor in the banking industry. Additionally he holds the Chartered Retirement Planning Counselor (CRPC®) designation. However, he does not provide legal or tax advice in his services at Merrill Lynch.
He strives to take the time to listen and understand client's needs so he may help clarify and achieve their goals. His roots are in giving investment advice, but he offers much more. He helps clients develop a realistic investment plan which will potentially enable them to live their life the best way possible, without undue compromise to their lifestyle and without taking unnecessary investment risk. He is fully committed to clients success.
His areas of focus include working with high net worth estates, restricted stock options, alternative investments, market linked investments, private money managers, hedge funds, venture capital, private equity and institutional money management. Mr. Wheeler’s business experience also includes working with business owners to sell their companies and raise capital.
Additionally, Jack has extensive experience assisting the Firm’s high net worth clients primarily business owners, retirees, individual retirement plans, and company retirement plans such as 401(k)s, IRAs and SEPs with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and advice, securities lending, residential lending (NMLS# 508372), commercial lending, private aircraft financing and access to banking services through Bank of America, N.A.
|Prior to joining Merrill Lynch, Mr. Wheeler spent five years with Morgan Stanley. He first served as a Financial Advisor, then a Restricted Securities Expert and subsequently as the only Wealth Advisor for the Morgan Stanley Global Wealth Management Group in Oklahoma. In June 2009, Mr. Wheeler moved to Merrill Lynch in order to offer a higher level of services to clients.
Since 2006 Jack has been an arbitrator with the New York Stock Exchange and The National Association of Securities Dealers, both now known as The Financial Industry Regulatory Authority (FINRA).
His well rounded education began with a B.A. in Communications immediately followed with an M.B.A from the University of Central Oklahoma and ultimately a Juris Doctorate from the Tulsa College of Law. While in law school, Mr. Wheeler studied abroad and spent 12 months in Europe working with complex international business/securities legal issues in the European Union for organizations such as British Telecom and the World Trade Organization. He attended classes at Christ College Oxford, England; University of London, England; Institut Universitaire de Hautes Études Internationals Geneva, Switzerland; Irish International Institute Lueven, Belgium; University College Dublin, Ireland; Université du Luxembourg, Luxembourg and the Université Panthéon-Assas Paris, France.
In his spare time Jack is an active member of the Oklahoma City Downtown Club, he is the Vice President for his Home Owners Association, he serves as a Lector for his Church and is the Chairman of the Merrill Lynch Volunteer Council. Jack also works with local charities like the Make-A-Wish Foundation, The Oklahoma City Marathon, Feed the Children, The Food Bank, U R Special Ministries, The Urban League, Boy Scouts of America, The Alzheimer’s Association, Toys for Tots, The Oklahoma Historical Society and many others. Additionally, Jack enjoys attending church, reading, traveling, swimming, sailing, getting his private aircraft pilot license, exotic cars and most importantly spending time with his wife Lisa and daughters Elizabeth and Alexandra.
“I am committed to providing extraordinary service for extraordinary people”
- Jack Wheeler -
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Deer Creek High School
University of Central Oklahoma
University of Tulsa
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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