“We’re proud to represent Arkansas on this list for the third consecutive year. Our Retirement Plan Consulting team is a group of dedicated, driven Arvest associates who care for their clients and continue to make an impact on the industry year after year.” - Asa Cottrell, president and CEO of Arvest Wealth Management.
About us
Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies. Trust services provided by Arvest Bank.
- Website
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https://www.arvest.com/wealth
External link for Arvest Wealth Management
- Industry
- Investment Management
- Company size
- 201-500 employees
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Trust services, Investments, Insurance, Retirement Plan Services, and 401(k) Rollovers
Locations
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Get directions
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Get directions
Rogers, us
Employees at Arvest Wealth Management
Updates
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We are pleased to introduce Joshua Coody, senior vice president and client advisor for Arvest Wealth Management. Joshua has worked for Arvest since 2012 in various capacities, giving him a unique set of skills to serve his clients. Previously, he was a senior vice president and product manager for Arvest Wealth Management and obtained the Certified Wealth Strategist® designation in 2015. Welcome, Joshua!
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We are pleased to announce the promotion of Cathy Brazeale to Arvest Wealth Management Senior Trust Officer. Cathy joined the Fort Smith Trust Team in 2022, bringing over 36 years of trust administration experience. Her tenure in the fiduciary services industry, paired with her leadership, passion, and initiative, make her an incredible member of our team. Congratulations, Cathy! Trust services provided by Arvest Bank.
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Join us in congratulating Mindy Craig on her promotion to Senior Client Advisor! She's been with us for 18 years and has worked in various roles, contributing to her well-rounded knowledge as an Arvest Wealth Management advisor. She is passionate about educating her clients and is dedicated to helping people reach their financial goals by looking at their whole financial picture. Thank you, Mindy, for your hard work and commitment to our customers!
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Mark your calendars! Tax season is here, and there are deadlines approaching. Stay informed and organized by checking out these important dates. *These dates could be subject to change. If you have any further questions, please consult with a qualified tax advisor or www.irs.gov.
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Whether you are selecting a retirement account or considering a conversion to a Roth account there are important factors to consider. https://arve.st/3TgwdFK
Understanding Roth IRAs and conversion options
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As year-end approaches, are you aware of these important developments and rules for required minimum distributions? https://lnkd.in/g9sXZqVg #Arvest #WealthManagement #FinancialEducation
Facing the Music: RMDs
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Arvest Portfolio Management and Research provides an outlook on market conditions and the economy in the November Viewpoint: In Brief. Read the abridged report here: https://lnkd.in/g3YTUtKp
November Market Viewpoint: In Brief
arvestbank.widen.net
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This week’s market analysis is now available from Arvest Portfolio Management and Research. https://arve.st/3FRvG4V
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Stay informed with this week’s market insights from Arvest Portfolio Management and Research. View the report here. https://lnkd.in/gaqZTeJg
Weekly Market Insights October 30, 2023
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