Koby Cross, CFP®, ChFC®, CTFA

Vice President

Senior Trust Investment Officer

Office: (918) 384-2884

kcross@arvest.com

Tulsa, OK 74104 OK Ins. Lic. # 1168482

Koby is a vice president and senior trust investment officer for Arvest Wealth Management. He serves his clients by focusing on financial planning, asset allocation and risk management for high-net-worth individuals, foundations and organizations. In 2013, he started his career in the financial services industry and joined Arvest Wealth Management in 2015. Koby earned his bachelor's degree in business administration with an emphasis on finance from Northeastern State University and a master's degree in business administration from Southeastern Oklahoma State University.

Koby holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. He is also a CERTIFIED FINANCIAL PLANNER^® professional and a Chartered Financial Consultant^®.

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Services Provided

Retirement Planning

Estate Settlement

Trust Adminstration

Office details

Address

1515 S Utica
Tulsa, OK 74104

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

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Trust services provided by Arvest Bank.

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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