is firm President of Sam Morales & Associates, Inc. He offers advice to seniors, retirees, and those within ten years of retirement. Through quality financial strategies he helps senior investors address their financial goals with a focus on investment analysis, retirement plans, estate preservation and long-term care planning for his clientele of affluent individuals, successful professionals, business owners and retirees.

A dedicated financial professional since 1986, Sam speaks of his work with sincerity and conviction; "My commitment to my clients is to simply employ the types of financial strategies that I would use myself if I were in their shoes. Fully utilizing the breadth of knowledge I have acquired through collegiate and professional studies, and twenty years of hands on experience."

At Sam Morales & Associates, Inc., you are more than just a number. Privately owned and operated, the group is able to offer the services of a national firm with the personal touch of dealing one-on-one with a competent advisor who cares.

Sam is committed to continuing career-related education for the benefit of his clients and has earned the professional designations of Qualified Financial Planner (QFP), Chartered Retirement Planning Counselor (CRPC), Registered Financial Consultant (RFC), and Certified Fund Specialist (CFS). He is a graduate of the College for Financial Plannings "Certified Financial Planner™ Professional Education Program." Studies include CFP1 Fundamentals of Financial Planning, CFP2 Insurance Planning, CFP3 Investment Planning, CFP4 Income Tax Planning, CFP5 Retirement Planning and Employee Benefits, CFP6 Estate Planning.  Additional studies include Health and Long-Term Care Planning, Social Security Benefits, Modern Portfolio Theory and the Science of Risk-Adjusted Returns. Additionally, Sam completes over forty hours of professional continuing education annually. He is Registered Principal and Branch Manager of Securities America, Inc.

Professional affiliations include membership in the International Association of Qualified Financial Planners, the American Institute of Retirement Planners, the International Association of Registered Financial Consultants, and the Institute of Business and Finance. Sam is positioned among the elite in the financial services profession.

In his leisure time Sam is a family man, churchgoer, boating enthusiast, and little league coach.  He and his wife Janine reside in Tulsa and are the proud parents of two sons, Andrew and Joshua.
 

Advisory services offered through Securities America Advisors, Inc. A registered investment advisory firm. Sam Morales, Financial Planner. Securities offered through Securities America, Inc. a registered broker/dealer, member FINRA, SIPC. Sam Morales, Registered Principal.  

William R. Tennant, MBA, CPA, CFP®
has accumulated a long and distinguished career as a top financial executive officer of major domestic and worldwide companies. Bill is experienced in virtually all aspects of financial operations, including accounting, capital plans, cash management, financial analysis, investment analysis and other related areas. Today he is an Analyst and Financial Planner for Securities America, Inc. in Tulsa, Oklahoma where he is compiling another distinguished record of helping clients address their financial goals and objectives through comprehensive financial review. His clients include professionals, executives and retirees.

A truly dedicated financial professional, Bill speaks of his work with conviction: “I pledge to help my clients address their financial objectives with care and prudence through long-term relationships.”

Bill is a firm believer in the value of on-going career-related education, as evidenced by the fact that he has earned the professional designation of Certified Public Accountant and Certified Financial Planner™ professional, and currently completes forty hours of continuing education each year.

Bill is a member of the American Institute of CPA's and the Financial Planning Association.  Away from the office Bill is active in a leadership position in his church. For relaxation he enjoys gardening, golf and walking. He resides in Tulsa with his wife, Dottie.

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Advisory services offered through Securities America Advisors, Inc. A registered  investment advisory firm. William Tennant, Advisor Associate. Securities offered through Securities America, Inc. a registered broker/dealer, member FINRA, SIPC. William Tennant, Registered Represtative. 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it rewards to individuals who successfully complete initial and ongoing certification requirements.