Jerry Roberts

Jerry specializes in asset allocation, professional money management and finding income solutions for private banking clients. He graduated Summa Cum Laude from the University of Arkansas where he earned a degree in Agricultural Business & Economics. Jerry also holds the Certified Wealth Strategist® designation through the Cannon Financial Institute in addition to numerous securities and insurance license. Jerry joined Arvest in 1989 as a Client Advisor and recently joined the Private Banking team as a Vice President, Client Advisor, where he works side by side with our Private Banking Officers. He strives to make all asset management tools and resources available to our clients, resulting in the best financial solutions for our clients and their families. Jerry’s top priority is to help our clients achieve financial independence and freedom through continuous dialogue and goal setting geared around the client’s dreams and wishes. A resident of Springdale since 1976, Jerry and his wife Amber, who teaches Kindergarten at John Tyson Elementary, and daughter Halle are active in their church and community.