Arvest Bank Promotes Adkins to Senior Vice President

Monday, February 19 at 02:00 PM
Category: Arvest News

Arvest Bank is pleased to announce Doug Adkins has been promoted to senior vice president. 

Adkins, also a senior client advisor for Arvest Wealth Management (AWM), previously served as a vice president. In his role as a senior client advisor, Adkins works to create, build, protect, and transition wealth with a select group of high net worth individuals and families, businesses, and nonprofits. He is based out of the Arvest branch in Yukon.

“Doug has been an integral part of our team since 2003, and his most recent promotion is a reflection of that,” said Paul Krus, an AWM regional manager. “He works tirelessly for his clients, and we look forward to his continued success.” 

A native of Lexington, Ky., Adkins lives in Tuttle with his wife, Keli, and their two children. Among other civic endeavors, he serves as a deacon in his church.

Tags: Associates, Oklahoma City
 

Arvest Bank Trust’s Whittaker Receives Industry Appointments

Thursday, February 15 at 03:00 PM
Category: Arvest News

Arvest Wealth Management (AWM) is pleased to recognize Dennis J. Whittaker’s recent appointments involving the National Federation of Municipal Analysts and the Southern Municipal Finance Society. 

Whittaker serves as senior vice president and fixed income portfolio manager for Arvest Bank Trust, a division of Arvest Bank. In that role, Whittaker manages the fixed income portfolios for a book of high-profile client accounts. Additionally, he directs the research function for securities that have credit risk for both client portfolios and the bank’s investment portfolio. 

Whittaker is based in Little Rock, but serves in a support role to AWM’s investment management group, which serves the entire Arvest footprint. He was recently appointed as: 

  • Member of the Board of Directors of the Southern Municipal Finance Society
  • The Chair of the Board of Directors of the Southern Municipal Finance Society
  • Member of the Board of Governors of the National Federation of Municipal Analysts 

The Southern Municipal Finance Society is a constituent society of the National Federation of Municipal Analysts. The latter is a nonprofit industry association with the goals of: 

  • Promoting professionalism in municipal credit analysis,
  • Furthering the skill level of its members through educational programs and industry communication, providing a platform by which analysts can exchange information,
  • Advocating, when appropriate, issues of importance to the municipal finance industry, and
  • Facilitating the flow of information among market participants, especially in terms of better issuer disclosure 

“This is a testament to the knowledge, insight and expertise that Dennis brings to the municipal finance industry,” Arvest Bank Trust president and CEO Donny Rogers said. “We are thrilled to congratulate him on these significant industry achievements.” 

Whittaker, a Chartered Financial Analyst®, earned a bachelor’s degree in economics at the University of Arkansas. He also is a member of the Fixed Income Analysts Society. 

Tags: Associates, Little Rock
 

Arvest Bank Promotes Israel in Shawnee

Friday, February 09 at 02:00 PM
Category: Arvest News

Arvest Bank is pleased to announce Kirk Israel has been promoted to senior vice president and senior client advisor for Arvest Wealth Management (AWM). 

Israel, a Certified Trust and Financial Advisor, is based out of the Arvest branch at 201 N. Broadway. His areas of specialization include comprehensive financial planning, retirement planning, asset allocation analysis, and insurance product analysis. 

“Kirk is a fine example of our mission statement, which is ‘People helping people find financial solutions for life,’” said Paul Krus, an AWM regional manager. “This promotion is well-deserved, and I know both Arvest and our customers can look forward to more great things from Kirk.” 

A native of Elk City, Israel lives in Shawnee with his wife, Taylor, and their two children. Among other civic endeavors, he is an active member of Faith Community Church of God.

Tags: Associates, Shawnee
 

Arvest Bank Promotes Toland to VP

Monday, February 05 at 02:00 PM
Category: Arvest News

Arvest Bank is pleased to announce Nathan Toland has been promoted to vice president. 

Toland, also a client advisor for Arvest Wealth Management (AWM), holds Series 7, and 66 securities licenses, as well as an Oklahoma insurance license. He primarily provides financial planning and investment advising in the Edmond and Stillwater areas. 

“This promotion is well-deserved,” said Paul Krus, an AWM regional manager. “Nathan is a valuable member of our team and is a great example of our mission statement: People helping people find financial solutions for life.” 

A native of Norman, Toland earned a degree in business management at Oklahoma City Community College. He currently lives in Edmond with his wife, Dani, and their three children. Among other civic endeavors, Toland teaches Sunday School at Crossings Community Church. 

About Arvest Bank

Arvest Bank, named by Forbes magazine as one of “America’s Best Large Employers” for 2017, operates more than 250 bank branches in Arkansas, Oklahoma, Missouri and Kansas through a group of 15 locally managed banks, each with its own board and management team. These banks serve customers in more than 120 communities, with extended weekday banking hours at many locations. Arvest also provides a wide range of banking services including loans, deposits, treasury management, credit cards, mortgage loans and mortgage servicing. Arvest is an Equal Housing Lender and Member FDIC. 

About Arvest Wealth Management

Arvest Wealth Management offers wealth management, trust services and insurance products. 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. Insurance products are 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 insurance companies. Investments and Insurance Products: Not FDIC Insured, May Lose Value and Not Guaranteed by the Bank. Trust services provided by Arvest Bank. 

Tags: Associates, Oklahoma City
 

Arvest Bank Promotes Wright to VP

Wednesday, January 31 at 02:00 PM
Category: Arvest News

Arvest Bank is pleased to announce Deanna Wright has been promoted to vice president. 

Wright, also a client advisor for Arvest Wealth Management (AWM), is a Certified Wealth Strategist® who holds Series 7, 63, 66 and 99 securities licenses, as well as an Arkansas insurance license. She has been in the banking industry for 10 years. 

“This promotion is well-deserved,” said Steve Burkhead, an AWM regional manager. “Deanna is a valuable member of our team and views her clients’ individual situations from a comprehensive wealth perspective.” 

Wright earned degrees in business administration at Arkansas State University and Western National University. She and her husband live in Cave Springs with their two children. Wright is an active member of her community and is a member of Cross Church Pinnacle Hills.    

Tags: Arkansas, Associates
 

Arvest Wealth Management’s McLintock Earns Certification

Wednesday, January 24 at 02:00 PM
Category: Arvest News

Arvest Bank is pleased to announce Ben McLintock has authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. 

McLintock, a Springdale-based regional investment officer for Arvest Wealth Management, has worked at Arvest since 2014 and assists clients with growing, managing, protecting and transferring their wealth. His practice focuses on providing comprehensive wealth advising through financial and estate planning strategies. 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education and other requirements. 

McLintock graduated with a bachelor’s degree from San Francisco State University in 1999 and later earned degrees at both the University of Arkansas School of Law and the University of Alabama School of Law. He also holds the credential of a Certified Fund Raising Executive®

Tags: Arkansas, Associates

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