Friday Financial Forum Feb. 13 in Bartlesville, Okla.

Thursday, February 12 at 06:55 AM
Category: Arvest Community News

Join us Friday, Feb. 13, at 10 a.m. for our Friday Financial Forum. We’ll meet in the Friday Forum Room at Arvest's Eastside Branch located at 4225 S.E. Adams Rd., Bartlesville, Okla. Every Friday we invite customers like you to attend our one-hour Financial Forum. Each week is different with a few surprises!

This week, Josh Randolph, Arvest Asset Management SVP & Senior Regional Investment Officer, will be bringing an extended presentation of updates for current economic and stock market trends. Josh has been a true asset to Arvest by dedicating his attention to helping customers with financial planning, investment management and estate planning. His responsibilities include new business development and the ongoing review of advisory trust and investment relationships.

Josh graduated from Nowata High School and received his Bachelor of Science in Business Administration, with a major in Finance, from Oklahoma State University. He began his career in the financial services industry in 1994 and joined Arvest Asset Management in September 2003. Josh obtained his Certified Financial Planner certification and graduated with honors from Cannon Trust School, receiving the Certified Trust & Financial Advisor (CFTA) designation. He has also earned the Chartered Financial Consultant (ChFC) designation. Josh holds Series 7, 63 and 65 securities licenses, as well as his Oklahoma Life and Health Insurance license. (Oklahoma insurance license number 122041.) He graduated from Leadership Bartlesville and is active in the community, serving in various capacities.

What you can expect at the event:

  • Information: Community leaders share topical, local and state information 
  • Updates: Arvest provides sourced information for current economic and stock market trends
  • News: "The Scoop" about businesses coming, going and expanding in Bartlesville (Billie Roane, Arvest Bank)
  • Humorous Anecdotes: Jim Bohnsack, Arvest Bank

If you have any questions about the event, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

Tags: Bartlesville, Community Support, Oklahoma
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