In addition to your financial advisor, your team includes an Investment Executive who collaborates with financial advisors on current market research, trend analysis and product placement; a Client Services department dedicated to efficiently addressing your questions and resolving account maintenance needs; an education division that keeps clients informed with quarterly workshops, personalized and timely newsletters and various other communication materials; and an extensive support staff committed to ensuring your experience – on the phone, in the office or through mail – is beyond satisfactory.

Click to view alphabetical team directory.

Meet our team members using the links below.

• Branch Managers
• Financial Advisors
• Investment Management
• Client Service Members
• Education and Marketing
• Executive Assistants

Your Tulsa Wealth Advisors team strives to create a welcome, comfortable atmosphere while treating you with respect and professionalism.

Mike Mazzei, CFP®, MPAS®
mike.mazzei@raymondjames.com 
(918) 858-2802

Mike Mazzei, CFP®, MPAS®
mike.mazzei@raymondjames.com
(918) 858-2802

David Moore, MPAS®, RFC
david.moore@raymondjames.com
(918) 858-2804

Derrick Sands, CFP®, CEPA®
derrick.sands@raymondjames.com
(918) 858-2809

Dennis Zeimet, CFP®
dennis.zeimet@raymondjames.com
(918) 858-2819

Andrew Locke, CPA, AIF®
andrew.locke@raymondjames.com
(918) 858-2821

Allison Fletcher, RFC®
allison.fletcher@raymondjames.com
(918) 858-2811

Jeffrey Small, CFP®
jeffrey.small@raymondjames.com
(918) 858-2790

Nicole Jacobson
nicole.jacobson@raymondjames.com
(918) 858-2805

Emily Staton
emily.staton@raymondjames.com
(918) 858-2800

Cindy Barton
cindy.barton@raymondjames.com
(918) 858-2812

Jennifer Henry
jennifer.l.henry@raymondjames.com
(918) 858-2818

Anna Vincent
anna.vincent@raymondjames.com
(918) 858-2813