Taking care of your family and other people in your life
- Trust & Estate Services4
- Education Funding1
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
For more than four decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses. Jelley, Udrisky and Associates offers a range of wealth management and investment services that extends well beyond stocks and bonds. As a team, we seek to earn your trust, and as your wealth advisor, we will implement strategies that are based on our knowledge of you and your personal goals. You are unique – the service you receive should reflect that.
Over the years, we have expanded our services to private and public companies that offer 401(k) plans to employees. Steve Udrisky holds the Retirement Benefits Consultant designation with advanced training and experience in plan design, as such he is one of a select group of highly qualified Advisors that work with clients with defined contribution plan assets of $10 million or greater. Steve also holds the Certified Plan Fiduciary Advisor designation, CPFA and the C(k)P® Certified 401(k) Professional Designation. All of the team’s efforts are supported by the strengths and skills of each team member.
While we are headquartered in Tulsa, OK, we serve individual clients and companies offering retirement plans throughout the United States.
As Bank of America Retirement Benefits Consultants (RBC), is one of a select group of highly qualified and credentialed Merrill advisors specialized in defined contribution plans who can add value to your plan by:
As a Bank of America Retirement Accredited Financial Advisor[s] (RAFA), one of a select group of Merrill advisors specialized in defined contribution plans who can add value to your plan by:
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.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2019-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Financial Times "400 Top Financial Advisers" 2017
Published on March 22, 2017. Rankings based on data as of June 30, 2016.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014, 2016-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.
Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan.
1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.
2 Education and Plan Services are non-fiduciary services required for Advisor Alliance clients and optional for MLII clients.
3 IPS service is not available for FAS Discretionary. The plan sponsor is responsible for the approval and final adoption of the IPS.
Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.
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 strategies.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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