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William O
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
William Orr is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Nationwide Investment Services Corp and Voya Financial Advisors, Inc. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.
Jerry R
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Jerry Roberts is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Arvest Investments, Inc. since 1996. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
Cory S
Series 66
Tulsa, OK
Arvest Wealth management
Cory Sloan is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Arvest Wealth Management since 2014. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.
Connor C
Series 66
Lowell, AR
Arvest Wealth management
Connor Court is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds a Series 66 designation and is dually employed by Arvest Bank, splitting his time between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with client objectives and risk tolerances.
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