Wealth Management

For the fifth consecutive year, the Arvest Wealth Management Retirement Plan Consulting team has been named to the 2026 National Association of Plan Advisors’ (NAPA) list of the nation’s top Defined Contribution (DC) Advisor Teams with assets unde

Arvest is pleased to announce that the Arvest Wealth Management Retirement Plan Consulting team has been named to the 2024 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets u

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.

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.

Arvest Wealth Management is pleased to announce Tabi Lipscomb has been named president/CEO of Arvest Bank-Trust, effective Jan. 1.

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.

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-stat

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. 

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.

Arvest Wealth Management recently announced a record-breaking year in terms of assets under management and revenue growth.