Tanya Wilson, CFP®, CRPC™, WMCP®

Senior Trust Investment Manager
Office: (918) 346-7213
twilson4@arvest.com
Tulsa, OK 74103 OK Ins. Lic. # 100221671

Tanya Wilson is a senior trust investment manager. With over 10 years of experience in the financial services industry, Tanya specializes in designing sophisticated asset allocation strategies for high-net-worth individuals and multi-generational families. One of the things she loves about her career is that she gets to know her clients and understands their goals and priorities. With that knowledge, she creates a holistic financial plan to help them achieve their goals.

Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science degree in finance. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ and the Wealth Management Certified Professional® designations.

She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.

Arvest Wealth Management

Let the experienced trust and investment professionals with Arvest help you plan for your financial future and your legacy.

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Services Provided

Estate Settlement
Trust Administration

Office details

Address

515 S Boulder Ave
Suite 100
Tulsa, OK 74103

(888) 916-2121

Hours
  • SundayClosed
  • Monday9:00 a.m. to 5:00 p.m.
  • Tuesday9:00 a.m. to 5:00 p.m.
  • Wednesday9:00 a.m. to 5:00 p.m.
  • Thursday9:00 a.m. to 5:00 p.m.
  • Friday9:00 a.m. to 5:00 p.m.
  • SaturdayClosed
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