Your goals. Our comprehensive plan.

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Daniel C. Seely

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • FL
  • HI
  • KS
  • MD
  • ME
  • MI
  • MO
  • NC
  • NM
  • OH
  • OK
  • TX

Education

  • Bachelor Of Science Degree in Finance, University Of Central Missouri
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
  • (918) 712-3149

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Portfolio management

Portfolio management

Retirement Couple

Retirement readiness

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UBS and Credit Suisse—stronger than ever

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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