David Ortiz, AAMS™

Client Advisor

Office: (405) 523-4116

dortiz1@arvest.com

Norman, OK 73069 OK Ins. Lic. # 3000998159

Schedule Appointment

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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.

Arvest Wealth Management

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Services Provided

Education Planning

Estate Planning

Insurance Planning

Investment Planning

Retirement Planning

Office details

Address

200 East Main Street
Norman, OK 73069

Other areas served

Oklahoma City, OK

Yukon, OK

Copyright © 2024 Arvest Bank. All Rights Reserved. Arvest Bank is a community-based financial institution serving Arkansas, Kansas, Missouri and Oklahoma.

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. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. 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.

Advisory portfolio managers within Arvest Wealth Management Portfolio Management and Research are investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs: Investment Management Group (IMG).

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Additional Arvest Wealth Management Disclosures are available here.
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Arvest Wealth Management home office located at 5201 Village Parkway, Rogers, AR 72758; mailing address PO Box 1515, Lowell, AR 72745.

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