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Arvest Wealth Management has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution Advisor Teams with Assets under Advisement (AUA) over $100 Million. It is the second year in a row the team has been recognized...
Kendra Cain has joined Arvest Wealth Management as Chief Compliance Officer, effective March 20. She replaces Tom Harps, who recently announced his retirement after serving nearly 17 years as chief compliance officer at Arvest Wealth Management. Cain will be...
Arvest Wealth Management is pleased to announce Tabi Lipscomb has been named president/CEO of Arvest Bank-Trust, effective Jan. 1. Lipscomb currently serves as Arvest Bank-Trust, chief fiduciary and risk officer and brings more than 30 years of Trust experience to her...
Arvest Wealth Management is pleased to announce two promotions and one new full-time team member within our Advanced Planning Team that will further enrich the services available to high-net-worth individuals and households throughout Arvest’s four-state footprint....
Arvest Wealth Management is pleased to announce Donny Rogers has been named president of investment services, effective Jan. 1. Rogers will replace Calvin Jarrett, who is retiring in early 2023. Rogers, who currently serves as president and CEO of Arvest Trust and...
Arvest Wealth Management is proud to recognize Sean Garibay, Taylor DeWeese, and Ryan Brisiel as our newest Senior Client Advisors. These advisors are highly driven, customer-focused, and adhere to our policies and procedures in a manner worthy of this coveted...
Arvest Wealth Management is pleased to announce the launch of our Advanced Planning Team, a group of experts and specialists focused on delivering strategies and solutions for high-net-worth individuals and households throughout Arvest’s four-state footprint. “At...
Arvest Wealth Management is pleased to announce Asa Cottrell has been named our next president and CEO. Cottrell will assume those responsibilities on June 13. “Asa’s unique range of experience and perspective make him the ideal choice to be the next leader of Arvest...
Arvest Wealth Management’s retirement plan consulting group has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of more than $100 million. The Arvest Wealth...
Arvest Wealth Management is pleased to announce we have hired Emil Suqi as fixed income portfolio manager. Based in Overland Park, Kan., Suqi manages fixed-income separate account portfolios for Arvest Wealth Management Trust and Investment Management Group clients....
Arvest Wealth Management recently announced a record-breaking year in terms of assets under management and revenue growth. Arvest Wealth Management, which offers wealth management, trust, investment, and insurance products and services, has investment and trust...
Wealth management is not only about dollars and cents. Sound wealth management requires conscious, informed control of resources so as to meet family obligations and enable satisfying family experiences. We all have moments that we look forward to, savor, and...
Arvest Wealth Management is working alongside our bank partners to ensure we are actively implementing best practices as recommended by the Centers for Disease Control and Prevention (CDC) and local government authorities. Investing options For investment account...
Arvest Wealth Management is pleased to announce Alain Monkam has been named as a member of this year’s Arkansas Business 40 Under 40 class. According to its website, the Arkansas Business annual feature “highlights 40 people under the age of 40 who are making a...
Arvest Wealth Management announced today that its assets under management surpassed the $14 billion mark as of year-end 2020. Arvest Wealth Management, which offers wealth management, trust, investment, and insurance products and services, has investment and trust...
Arvest Wealth Management is pleased to announce two of its associates – Alain Monkam and Kenny Wasson – recently were named as recipients of American Bankers Association’s inaugural 40 Under 40 in Wealth Management Award. The new American Bankers Association (ABA)...
Arvest Bank is pleased to announce Tyler Neal has accepted a position as a client advisor for Arvest Wealth Management in Boone County (Ark.). Neal, who previously worked at the Arvest Wealth Management Solutions Center, will provide financial planning, estate...
Arvest Bank is pleased to announce the hiring of John Naudo. He will serve as an investment officer for Arvest Wealth Management in Bentonville, Ark. Naudo began his career in finance in 1994 in London and emigrated to the United States in 2009. At that time, Naudo...
Arvest Wealth Management announced today that its assets under management surpassed the $13 billion dollars mark as of year-end 2019, and that it successfully completed the first phase of its move to a new customer and clearing platform. Arvest Wealth Management,...