Friday Financial Forum Sept. 23 in Bartlesville, Okla.

Tuesday, September 20 at 05:40 AM
Category: Arvest Community News

Join us Friday, Sept. 23 at 9:45 a.m. for our Friday Financial Forum. We will meet at the Friday Forum Room at Arvest's East Side Branch, located at 4225 S.E. Adams Rd. in Bartlesville, Okla.*

This week we have a pre-forum performance by the Salty Senior Acting Troupe, directed by Joe Sears. The troupe will present a short venue from the Salty Western Comedy Extravaganza Dinner Theatre Performance coming up on Sept. 23 at Dewey’s Heritage Theatre. This one-night performance will begin with a Western dinner at 5:30 p.m. followed by the 7 p.m. show. For reservations, contact the box office at (918) 440-2392. 

This week’s featured speaker is Scott Phillips, Arvest Senior Vice-President, Chief Investment Officer and Senior Portfolio Manager. He manages Arvest Bank's investment securities portfolio and serves as the Lead Manager of the following Arvest Bank Trust common trust funds: ABG Bond Fund, ABG Employee Benefit Bond Fund and ABG Government Bond Fund. 

Scott also serves as the Co-Manager of the ABG Municipal Bond Fund and manages several separately managed fixed income portfolios for Arvest Bank Trust and Arvest Investment Management Group clients. His duties include portfolio management, fixed income securities trading and research, loan and deposit pricing and hedging, and supervising the Arvest Wealth Management Portfolio Management team and the Arvest Bank Portfolio team. 

Scott received a Bachelor's degree in economics and finance from Missouri Southern State University, and a Master of Arts in economics from the University of Arkansas. He achieved the designation of Chartered Financial Analyst in 1990, and is a member of the CFA Society of Arkansas. Scott has been managing portfolios for Arvest since 1988.

What you can also expect at the event:

  • Information: Community leaders share topical, local and state information (Sen. John Ford, Rep. Earl Sears & Rep. Travis Dunlap) 
  • News: "The Scoop"  all about business and community happenings in Bartlesville (Billie Roane, Arvest Bank) 
  • Stock Report & Economic Update: Josh Randolph**, Arvest Wealth Management, and Sonya Reed***, Arvest Wealth Management
  • Hilarious Anecdotes: Jim Bohnsack, Arvest Bank

Each week brings a few surprises! Invite a friend to enjoy delicious homemade cookies and hear about what’s going on in the Bartlesville area. If you have any questions or would like to be included on the invitation email list, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution.

**Josh Randolph - Oklahoma Insurance License #122041
***
Sonya Reed-  Oklahoma Insurance License # 111796

Tags: Bartlesville, Community Support, Oklahoma
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