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Utica Capital Management Partners

Andrea L. Duke
Financial Advisor

Andrea specializes in wealth management and retirement planning working with individuals interested in investing, building wealth and creating financial independence.  Andrea was previously a Financial Advisor with Bank of America / Merrill Lynch and is a graduate of the University of Tulsa.

 

 

 

 

 

Jeffrey L. Swearingen
Financial Advisor

Jeff focuses on building an individualized, goals based, holistic approach to wealth management.  “Our goal is to create a lifelong financial motion picture, not simply financial ‘snapshots of time’ which we reflect on.” Jeff was previously a Financial Advisor with LPL Financial and Edward Jones, he is a graduate of the University of Kansas.

 

 

Utica Services

Full Brokerage Services

Investment Advisory Services

401k and IRA Rollovers

401k Advisory services

Insurance products and advice

Income Planning

Retirement feasibility studies

We offer a wide range of services from rolling over your retirement account to managing a your entire investment portfolio our team at Utica Capital is ready and willing to help you.

Utica Capital Management
2100 South Utica, Suite 310
Tulsa, OK 74114

Copyright © . Utica Capital Management. All Rights Reserved.

Securities offered through Multi-Financial Securities Corporation, member FINRA/SIPC.  Utica Capital Management is not affiliated with Multi-Financial Securities. Investment Advisory Services through Utica Capital Advisers, Inc., a Registered Investment Advisor, Multi-Financial Services (Registered Broker/Dealer), or an agent of either may only transact business the following states : AR, AZ, CA, CO, DC, FL, GA, IL, KS, MO, MT, NC, NE, NM, NV, NY, OH, OK, VA, TX , unless excluded or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements. Follow-up and/or individualized responses to persons in a state by any of the above that involve either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation will not be made absent compliance with above-mentioned registration requirements, or an applicable exemption or exclusion.
 

 

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