By Warburton Capital | May 13, 2016 | 0 Comment
Mark R. Morley CFP®, President of Warburton Capital Management, LLC announced that Roy D. Ames of Broken Arrow, OK has joined Warburton Capital as a Financial Advisor.
Roy graduated from the University of Wisconsin with a BS in Electrical Engineering in 1978. He then graduated from the University of Wisconsin with an MS in Electrical Engineering in 1980, and from Southern Methodist University with an MBA in 1999, concentrating those studies in the area of Finance. In 2004, he earned his Certificate in Financial Planning from Kansas State University.
Roy entered the Financial Services industry in 2009 after a long and successful career as an engineer, and soon after teaching Finance and other business topics in Northeastern State University’s School of Business. His experience in this industry is broad, with expertise in portfolio analysis and trading, life insurance and insurance products, and as the Senior Vice President of a fee-only financial advisory firm in Tulsa, OK.
Roy is an active member and past president of the Tulsa Financial Planning Association.
As a CERTIFIED FINANCIAL PLANNER™, Roy is committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those he serves.
Married for 36 years to Mary, Roy is the father of 2 children. They live in Broken Arrow, OK where they enjoy bicycling, gardening, and the outdoors. They are active members of First Presbyterian Church in Downtown Tulsa.
“We are extremely pleased to have Roy join our firm as a Financial Advisor, and are impressed with his desire to help clients Make Work Optional and Maintain That Status. His industry experience and broad financial background will be valuable for our firm and our clients.
Warburton Capital Management was formed in Tulsa in 2006 and provides investment advisory and wealth management services to business owners, professionals, corporate executives, individuals, families, endowments and foundations. The offices of the Firm are located in First Place Tower at 15 East Fifth Street, Suite 3675, Tulsa, Oklahoma, 74103.