Friday Financial Forum June 16 in Bartlesville, Okla.

Tuesday, June 13 at 04:30 AM
Category: Arvest Community News

Join us Friday, June 16 at 10 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’s featured speaker will be Clay Nickel, CPM® vice president, portfolio manager and director of investment strategy and an integral member of AWM’s portfolio management team and overall money management effort. 

As director of investment strategy, Clay is responsible for the development and oversight of the Investment Management Group (IMG) product line and serves as the main spokesman for IMG and the AWM portfolio management team with customers, prospects and advisors. Prior to joining Arvest in 2010, Clay was a portfolio manager for a $4 billion community bank in the Midwest and managed a $300 million investment portfolio for high net worth individuals and institutions. 

What you can also expect at the event:

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

Invite a friend and come 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 and Sonya Reed Oklahoma Insurance License # 111796  

Tags: Bartlesville, Community Support, Oklahoma
There are no comments associated with this entry.

Post a Comment

  •  
  •  
  • Website Address:
  •  

Choose one or more categories to subscribe to:




Cancel