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David Nelson, CFP®, CTFA

Senior Vice President
Regional Manager
Office: (918) 337-4304
dmnelson@arvest.com
Bartlesville, OK 74003 OK Ins. Lic. # 40064720

David is an Arvest Wealth Management senior vice president and regional manager for the Bartlesville, Oklahoma region. He began his financial services career in 1992, transitioning into trust in 1998. David joined Arvest in 2008. During his career, he has had in-depth experience in servicing fiduciary and investment account relationships. David holds a master's degree in business administration and international business from Pittsburg State University and a bachelor's degree from Western Illinois University. In addition to FINRA securities-related licenses, David is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Trust and Fiduciary Advisor (CTFA) certification from the American Bankers Association. David serves our community as the secretary/treasurer of Green Country Village, as incentive review chair for the Bartlesville Redevelopment Trust Authority and as president of the Padre Ron Robertson Education Foundation. 

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Office details

Address

100 SE Frank Phillips Blvd
Bartlesville, OK 74003

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Other areas served

Nowata, OK