Friday Financial Forum April 10 in Bartlesville, Okla.

Thursday, April 09 at 05:25 AM
Category: Arvest Community News

Join us Friday, April 10, 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. 

This week's featured speaker will be Sonya Reed, Arvest Asset Management - Vice President and Regional Investment Officer. As Regional Investment Officer, Sonya Reed dedicates her attention to helping investors with planning, advice and investment management. This includes responsibility for new business development and the implementation and review of managed trust and investment accounts. Her asset management review is focused on strategic and tactical asset allocation, risk management, tax consideration and overall diversification. 

Sonya joined Arvest Asset Management as a Client Advisor - Investment Specialist in January 2007 and became a Vice-President for Arvest Bank in 2011. A Bartlesville native, Reed graduated with a bachelor’s degree from Oklahoma Wesleyan University. She serves on the advisory board for Mutual Girls Club, is a member of the Bartlesville Pilot Club, and serves on the board for The Journey Home in Bartlesville.    

Oklahoma Insurance License # 111796

What you can expect at the event:

  • Information: Community leaders share topical, local and state information (Sen. John Ford, Rep. Earl Sears)   
  • News: "The Scoop" about business and community happenings in Bartlesville (Billie Roane, Arvest Bank)
  • Humorous Anecdotes: Jim Bohnsack, Arvest Bank

If you have any questions about the event or would like us to add someone to the invitation email list, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

Tags: Bartlesville, Community Support, Oklahoma
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