Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Philip Mock is the founder and managing partner of 1522 Financial, a boutique wealth management firm in Tulsa, OK. Prior to launching his own firm, he was the chief investment officer at the Trust Company of Oklahoma. There, he managed a team of investment professionals responsible for leading the efforts of the Company’s $5 billion investment portfolio.
Mock loves helping people and getting to know his clients’ families. Together, they strive to embrace the concept of being a “family business”. His business partner is also his life partner, his wife Cassie, and they try to bring a family atmosphere to their clients as well. They welcome clients bringing their children and even their pets to the office.
For the Mocks, financial planning is more than just about money. It’s about people’s lives and futures, and they try to never lose sight of that.
A graduate of Oklahoma State University with master’s and bachelor’s degrees in accounting, Mock serves on the OSU School of Accounting Advisory Board. He holds the Certified Public Accountant, Certified Financial Planner™, and Chartered Financial Analyst designations.
In his spare time, he plays guitar, enjoys an occasional round of golf, and loves family time with Cassie and their two children.
2250 E 73rd Street, Suite 415, Tulsa, OK 74136
539 233 5160
philip.mock@1522financial.com
linkedin.com/in/philip-mock-cfa-cfp%C2%AE-6631132a
1522financial.com
Philip Mock
Managing Partner
1522 Financial
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“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2016
2020
2022
2018
2020–2023
Joined the Trust Company of Oklahoma
Prior stints at Mariner Wealth Advisors, PwC, LLP, and BOK Financial
2016
Named Chief Investment Officer of the Trust Company of Oklahoma
2020
Launched 1522 Financial
2022
Became a Principal at Johnson Investment Counsel, recognizing his contributions to the firm
2018
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
info@exit59advisory.com