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Jelley, Udrisky & Associates

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Big changes in healthcare – will they change your financial life?
Big changes in healthcare – will they change your financial life?

Watch experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations in our healthcare system.

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Merrill Lynch

Jelley, Udrisky & Associates

Wealth Management Group in Tulsa, OK

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Merrill Lynch
Wealth Management

Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. We welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.

Jelley, Udrisky & Associates

Offering the advice and guidance to pursue your goals

 

For more than three decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses.
advisors_2lowres.jpg Jelley, Udrisky & Associates is based in Tulsa, OK and understands the style and culture of the American Midwest, but we are active in many other states also and are deeply familiar with the wealth management needs shared by clients across the country.

We offer a range of wealth management and investment services that extends well beyond stocks and bonds. Jelley, Udrisky & Associates seeks to earn your trust as your wealth advisor and to implement strategies that are based on our knowledge of you. You are unique—the service you receive should reflect that.

In addition to our wealth management services, we also offer access to fiduciary advisor services to companies and institutions regarding their qualified and non-qualified retirement benefit plans. To learn more about these services, please visit:
https://fa.ml.com/cju_retirement

We help design an individualized strategy

 
At advisors_1lowres.jpgJelley, Udrisky & Associates, we believe in the value of client-specific wealth management strategies. So, getting to know you is crucial as we develop a clear understanding of how you see wealth and investments in the context of your life. We consider several elements of your financial life, including your personality and lifestyle, risk tolerance, time horizon, liquidity needs, your individual, family and professional priorities, and how you interpret the role of wealth.

We follow the Merrill goals-based wealth management process, a disciplined, five-step approach designed to gather vital information about your financial vision, help us focus that vision, organize a useful strategy, and then help us suggest investment portfolios that can fill your needs.

Our investment approach rests on these fundamentals: balance risk and return, and diversify. We strive to help you understand the risks that might affect your investment portfolio or long-term wealth strategy. 

A careful approach to long-term wealth management

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At Jelley, Udrisky & Associates investment process is built upon four pillars:

Asset Allocation: We work with you to apportion your investments into multiple asset classes that reflect your long-term objectives. 

Diversification: Among and within asset classes, diversification is a risk-management tool that can help mitigate both short- and long-term risk.

Research: In addition to using BofA Global Research, we study research from other applicable resources to stay abreast of current thinking and points of view in global investment markets. This is crucial to our helping your decision making.

Investment Selection: To help you select the most appropriate opportunities for your portfolios, we typically concentrate on an investment universe that includes domestic and international stocks, bonds, cash and short-term instruments, mutual funds and exchange-traded funds.

Additionally, Jelley, Udrisky & Associates can offer extended capabilities in selecting strategies to manage concentrated stock, helping clients through liquidity events, developing retirement income planning strategies, and pursuing wealth transfer solutions based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.

*Global investing poses special risks, including foreign taxation, currency fluctuation, risk associated with possible differences in financial standards and other monetary and political risks.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.


You are the focal point

 
Relationships are the lifeblood of our business. We spend considerable time and resources getting to know you and understanding what is important to you, your family or your business.

The extent to which we develop an open relationship with you determines, in large part, how successful we can be in meeting your service expectations and helping you develop an individualized strategy and investment approach.

We commit to offering you the great benefit of the open architecture of the Merrill Lynch Wealth Management products and services platform. Similarly, you can access through us a vast menu of alternative investments, where appropriate; structured products; and outside asset managers.Global investing poses special risks, including foreign taxation, currency fluctuation, risk associated with possible differences in financial standards and other monetary and political risks.
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*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Steve M Jelley

Barron’s Top 1,200 Financial Advisors in 2014 and 2016-2021

Forbes “Best-in-State Wealth Advisors”  2019, 2020 and 2021

Financial Times –“Top 400 Financial Advisers”  2017

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.