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David Ortiz, AAMS™

Client Advisor
Office: (405) 523-4116
Norman, OK 73069 OK Ins. Lic. # 3000998159

David is a client advisor with Arvest Wealth Management where he assists clients in creating and implementing customized financial plans and investment strategies that work towards their various goals such as retirement, education, and wealth transfer. As an Accredited Asset Management Specialist™, he is able to employ a wide variety of investment advisory, brokerage and insurance products and services in assisting his clients.

A native Oklahoman, he graduated from the University of Oklahoma with a bachelor’s degree in economics and petroleum engineering. David and his wife, Kailey, enjoy getting to raise their newborn and serving the Norman community through their church and various volunteer work opportunities.

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Oklahoma City, OK
Yukon, OK