Daniel Prather

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Tulsa, OK 74136

Credentials

Series 63, Series 65

Industry experience

32 years

About

Daniel Prather is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1993. He specializes in complex planning issues, including wealth management strategies, estate planning services, and retirement income planning. Daniel provides guidance on various client focus areas such as college education planning, family wealth management, socially responsible investing, tax minimization, and individual and corporate investment strategies.

Daniel holds a Bachelor of Science degree in Management from Tulane University’s A.B. Freeman School of Business. He earned the CERTIFIED FINANCIAL PLANNER® certification in 2000, the Chartered Financial Consultant® designation in 2003, and the Chartered Retirement Planning Counselor℠ designation in 2006. Additional professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

In addition to his professional work, Daniel is involved with the Boy Scouts of America, serving as an Assistant Boy Scout Leader. He has previously served on the boards of the Tulsa Advocates for the Protection of Children, March of Dimes, and the Tulsa Historical Society. Daniel enjoys camping, fishing, photography, tennis, and spending time with his family.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management General estate planning guidance Charitable giving & philanthropy Retirement income strategy ESG / Sustainable investing

Location

6100 S Yale Ave

Tulsa, OK 74136

Most active in

Oklahoma · Texas

Work history

Bank of America,N.A.

2011 - Present (15 years)

Merrill

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Active portfolio management Real estate investing

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joshua H

Series 66

Tulsa, OK

Future U Financial Inc.

Options & derivatives strategies Active portfolio management Real estate investing Annuities
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Marcus G

CFP®, CFA®, Series 65

Tulsa, OK

Gibbens Capital Management

Wealth management Business exit / sale strategy
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Shanda S

CFP®, Series 65

Broken Arrow, OK

Aspen Wealth Planners LLC

Cash flow / budgeting General estate planning guidance General tax planning
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