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Terri Taylor, CTFA

Senior Vice President
Senior Client Advisor
Office: (918) 337-3438
Bartlesville, OK 74003 OK Ins. Lic. # 40099776

Terri is an Arvest Wealth Management senior vice president and senior client advisor. She loves helping individuals and families plan for their financial future. She focuses on helping them achieve their dreams and goals with holistic strategies for their wealth management needs. She utilizes a wealth management process with each of her clients and believes that by using this process, she can focus on the client’s plan and monitor their progress towards their individualized program for financial security. She helps make their dreams a reality.

Terri began her financial services career in 1989. She worked in several areas of the bank and transitioned to Arvest Wealth Management in 2008. She holds a bachelor's degree from the University of Oklahoma and bachelor's degree from Pittsburg State University. Terri is a Certified Trust and Fiduciary Advisor (CTFA). She has served on the board of several community organizations in the area.

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Office details


100 SE Frank Phillips Blvd
Bartlesville, OK 74003

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